During a recent test of an ESPP stock sale this experience did not happen. Here is a list of steps that were used.
- 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
- Continue to complete your sale
If you continue to experience your original issue you can click this link: Contact us
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