- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Be sure that you are reconciling what is reported on Form 1099-B, Form 3922, and Form W-2 regarding any sales of ESPP.
Report what was received on Form 1099-B using the information on Form 3922 and your Form W-2, as well to correctly report the basis you have in the stock.
For more information, see: How do I enter Employee Stock Purchase Plan (ESPP) sales in TurboTax?
Otherwise, if only purchases were made of ESPP, and there were no sales of ESPP, delete this W-2 and re-add it so that the W-2 details are not affected by the ESPP question.
- To return to this area of the return, from within TurboTax in the search box, enter W2 and select the Jump to link in the search results.
- At the Your W-2 info so far page, scroll to the W-2 and click the Trash Can icon to delete it and answer Yes.
- Click Add a W-2 to add W-2 again.
March 3, 2021
1:38 PM