yeah, it is always difficult to get the step by step. Luckily this time I got it. phew..
@LRC11 I used the online version,
- Click on Federal in the left navbar
- Click on the Wages & Income at the top
- Choose on 'All income'
- Click on Show More for 'Investment Income' with subtitle '1099-B or broker statements'
- Click on Start for Stocks, Mutual Funds, Bonds, Other
- Click on Yes for (Did you sell any investments in 2017)
- Click on Yes for question - Did you get a 1099-B or brokerage statement for these sales?
- I chose "I'll will type it myself"
- Choose a broker
- In the section 'Tell us about your 'broker' 1099-B, I chose "I'll enter one sale at a time"
Add all the info and click the button "I'll enter additional info on my own"
- In the screen Tell us about your situation
choose I have sales from an Employeee Stock plan,
(If the above screen does not show up choose the 'Guide me' option instead of "I'll enter additional info on my own"
- Choose ESPP on the next page
- Click continue on next page
- showed me the screen 'we just need a few more details..'. Choose 'Walk me through...' Click continue
- Enter discount, click continue
- asks if you have form 3922 (I did get it)
- Fill in the details, click continue
After couple of screens, it asked me the question 'Is this income reported on W2' Hallelujah!
Honestly, I tried creating another account following the same steps, and it is not showing up anymore. :shrug:
