To report ESPP sales in TurboTax:
When you enter your 1099-B information you will be asked: 'Do these sales include any employee stock? This includes ESPP, RSU, RS, NQSO, and ISO' Say yes.
Then you will be asked 'What type of investment did you sell?' Select ‘Employee Stock Purchase Plan, (ESPP) '
Check the box that says 'The cost basis is incorrect or missing on my 1099-B'
Then select 'I need help figuring out my cost basis'
You will be prompted to enter your ESPP and Form 3922 information.
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