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ESPP / W2 disposition amounts
After filling out 17 transactions between RSU and ESPP (combo of short term basis not reported to IRS, long term basis is reported to IRS, and long term basis is not reported to IRS), I landed on a page (attached) asking me to confirm if amounts were included in W2 box 1 wages. All there is, is a check box- I can’t update the value (it is off by a lot). On income page in W2 (attached- due to public nature of forum all values have been removed, value<value1<<value2 where value1 is about 2.5x value and value2 is about 10x value1) there is no category in box 14, so ‘other’ must be selected. How can I tell if this is handled correctly/ how do I fix within TurboTax if not? I don’t want to pay any extra tax.
thank you!
April 8, 2025
7:25 PM