Tom,
You seem to know your stuff, as I have come across multiple posts by you. Hoping you can help! I am trying to solve how to treat my ESPP sale, which is qualified and I have met the holding period.
While I can manually calculate the ordinary income (what a bore!) - I cannot figure out if my company already includes this income in box 1 or not! There are no memos in box 14 indicating this. I don’t want to double pay (and asking my employer feels like a black box in a giant company that’s outsourced everything). *Note - when I use Turbo Tax to “walk thru” the calculation of how much to adjust my cost basis, it puts the cost basis at zero! Very frustrating.
While I have you, I do have info in box 12 code VV - NQSO. The funny thing is... I didn’t realize I had any of those... is that related to RSUs? Or... reinvesting dividend in stock?
thanks for helping me!
- Ana
