Get your taxes done using TurboTax
The actions that needs to take place in TurboTax Desktop version are shown below. The following link is helpful as well.
The steps to this screen are entered below for your convenience.
- Open your TurboTax account (Desktop Only)
- Scroll to Investment Income > Stocks, Mutual Funds, Bonds, Other > Update > Edit beside the ESPP stock sale
- Continue > Edit > Enter the requested details for this stock > Choose the Sale Category > Continue
- Continue or review your information on Less common items > Done
- Yes stock was acquired through employee stock plan > No do not remember this answer for all sales > Continue
- Select Employee stock purchase plan (ESPP) > Continue > Select Company > Enter number of shares sold > Select owner
- Continue > Select I have all my info ..... > Continue > Enter your information under short or long term as applicable
- Notice the compensation is shown at the bottom > Continue until you come back to the summary screen for this ESPP sale
- Done > Done > Done > Your Employee Stock Plan Results screen appears with the selection for the W-2
- Select Yes or No based on your situation
- See the images below.
This should allow you to complete this transaction and finish your tax return. Thank you for your patience.
