kcook73
New Member

Get your taxes done using TurboTax

UPDATE TO BELOW ... this worked for ESPP, but then when I added my RSA sales the same work around started to fail (using multiple lots started bringing up the intermediate forms for ESPP). SO FOR ANY FALSE HOPE

For my ESPP, even though all of my Sales were associated with a single Purchase lot, to work around this I tried multiple lots (and then just enter one lot per Sale).  This seems to keep all the bookkeeping straight.  Let me know if this works for anyone else (it seems from a Software Development perspective the Single Lot would be a specific case of the Multiple Lots, so interesting the more complex option works ... and not the simplified use case).