Hi Cindy. I contacted the brokerage firm. Unfortunately they are the 3rd or maybe 4th transfer agent handling the stock for this company. They acquired the responsibility in 2000 and did not require all the details to be transferred from the previous agent. I contacted the previous agent and they said they transferred everything to the new agent. So it's a circular reference. As far as W2's, I do not have my tax returns from the 90s. I purge them after 7 years.
I did a chat last night and TurboTax got these instructions:
To report the sale of ESPP shares purchased between 1993 and 1995 without Form 3922, you can still complete your tax return using TurboTax Live Assisted. Here's what you can do:
- Enter the ESPP sale information from your brokerage-provided Form 1099-B in TurboTax.
- TurboTax will guide you through the process and prompt you for any additional information needed to accurately report the sale.
- If you don't have Form 3922, try to reconstruct the details of the ESPP purchase to the best of your ability.
- Consider reaching out to a TurboTax Live expert for personalized assistance in handling this situation effectively.
What is "Live Assisted" and are these accurate instructions? Thank you.
