mdooley1
New Member

How to adjust for partially reported ESPP income on sale of stock with mixed qualifying and disqualified disposition

I have entered a stock sale from my ESPP which includes a combination of qualified and disqualified disposition. The qualifying shares were not reported by my employer on my W2, whereas the disqualified shares were reported. When I go through the TurboTax "step by step" and enter all of the info from my 3922 forms, at the very end it asks me if the income was reported on my W2. The correct answer is "partially" - but I am only allowed to answer yes/no - neither of which yields the correct result. How can I adjust for this?