DavidD66
Expert Alumni

Get your taxes done using TurboTax

When you transferred you ESPP shares out of the company stock plan account, they should have issue you a Form 3922 - Transfer of Stock Acquired Through an Employee Stock Purchase Plan. That form contains all the information you need to properly report your sale of ESPP stock.   If you did not receive it, make sure you have all the relevant information or contact your company to obtain the form.  

 

When you report your enter your Form 1099-B for the sale of the ESPP stock, you will be asked if it was "compnany stock", indicate yes and then indicate it was from an Employee Stock Purchase Plan.  The program will guide you through entering all the information necessary to calculate the gain or loss and the ordinary income component.  If your employer did not report the ordinary income portion, TurboTax will add it to your return.  

 

For  information on ESPPs, see the following TurboTax article:  Employee Stock Purchase Plans

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