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Get your taxes done using TurboTax

Yes.  

TurboTax has an interview for the sale of ESPP stock.  Do not import you Form 1099-B with the sale of the ESPP stock.  Instead, enter it yourself.  To do so in TurboTax, (if using Online be sure you are logged in to your return): 

  • Click on Search
  • Type “1099-B“ in the Search Window and hit Enter
  • Click on Jump to 1099-B
  • Click on + Add More Sales
  • Answer Yes to: "Did you get a 1099-B or a brokerage statement for these sales?"
  • Click on "I'll type it in myself"
  • Enter your Brokerage name
  • Answer Yes to "Do these sales include any employee stock?"
  • Click the box to indicate the number of sales. 
  • Click Continue on screen with "We strongly recommend entering your sales from 'Your Broker" one at a time"
  • Continue on the screen with "Now we'll walk you through entering the info on your 'Your Broker' 1099-B" and enter the details of your stock sales.

 

[Edited 3-26-2020]

 

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