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Thanks - I am leaning towards my second idea (entering transactions "one by one", but also using "various" for the purchase dates on some of the transactions). That way, I can use the TurboTax guided questions for the adjusted cost basis of my ESPP sales.

 

However, if I go this route, will I still need to mail in a copy of my 1099B to the IRS? (I am hoping not.)

If so, is there a way to send it electronically if I am e-filing through TurboTax?

 

Thank you!