Nick_name
New Member

Get your taxes done using TurboTax

In TurboTax 2024 Premier Desktop, it never asks about ordinary income or gives me the opportunity to say it's "company stock". I've marked the transaction as ESPP, and tried both importing the transaction and entering it manually. Either way, it asks about the adjust cost basis, but not ordinary income.

 

When I dig into the "Wages, Salaries, & Tips Worksheet", line 5 is where ordinary income from ESPP should go. Clicking on the magnifying glass for that line lets me create a new "Employee stock Transaction Worksheet" for the existing transactions, but the Company Name is set as "Not employer stock" and none of the other information is filled, other than the ESPP checkbox.

 

I buy Premier specifically so I don't have to do this manually. How do I get TurboTax to actually ask me about my ESPP sales and fill out the appropriate worksheet?