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How do I enter ESPP sales when some are Qualified and some are Disqualified and my employer only includes Disqualified sales on my W2?
This year I sold some shares of my ESPP that were Qualified distributions and some shares of my ESPP that were Disqualified distributions. My employer includes the Disqualified amounts on my W2, but does not include the Qualified amounts. How do I answer the "were ESPP amounts included on the W2" properly when some were included and some were not? How can I make the calculations correct so that I include the Qualified amounts appropriately with additional Compensation income but do not include the Disqualified amounts since they are already accounted for by the W2?
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‎June 4, 2019
12:15 PM