"The numbers work but it is not accurate to say that is what I did at purchase."
No, that's not correct. The convention is that when a stock splits that split ripples backwards in history and everything gets restated "as if" the split preceded those historical transactions. If you have everything properly stated at this point - it does seem like you've made the appropriate adjustments - then I'd leave it "as is" since the basis and the compensation entries, (once you've passed through the "Your employee stock plan results" page) are correct. That's your REAL obligation as a taxpayer - to correctly report your income.
If you want to not use the ESPP step by step process and have all the information you need, then delete the trades and re-enter them. There's NO NEED to enter lot-level detail when you report your sales, you just need to have your summary numbers accurate. So you should be able to enter a sale and use the word "various" in the date acquired field. If the broker is NOT reporting basis to the IRS you simply enter the correct total basis and the sale is properly reported. If the broker IS reporting basis to the IRS and that basis is incorrect, (reporting only your out of pocket cost), then enter the 1099-B as it reads, click on the blue "I'll enter additional info" button and enter the correct basis on the following screen.
Of course if not all the compensation created by the sale on your W-2 then you need to go another route in order to get that compensation reported correctly. One way is this:
Starting the "Miscellaneous Income, 1099-A, 11099-C" interview.
Starting the "Other income not already reported on a Form W-2 or Form 1099" interview.
Answering "Yes" on the "Other Wages Received" page.
Entering $0 on the "Wages Earned as a Household Employee" page.
Entering $0 on the "Sick or Disability Pay" page.
Answering "Yes" on the "Any Other Earned Income" page.
Ticking "Other on the "Enter Source of Other Earned Income" page.
Entering a description and an amount on the "Any Other Earned Income" page.
Tom Young
