The following steps should provide a solution to the Employee stock purchase plan cost basis computation:
- Go to Investment Income > Stocks, Mutual Funds, Bonds, Other > Update > Edit the ESPP stock sale
- Continue > Edit > (answer the questions about the stock > Choose the Sale Category > Continue
- Review your information on Less common items > Done
- For was stock was acquired through employee stock plan? Choose YES > 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
Please Contact us if this doesn't resolve the issue you're having.
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