Hi @DianeW777
Thanks for listing the steps below, they work for me. However TT assumes that all ESPP transactions within the same Institution/Account are either included or not included in the W2 which is not the case for me. TT asks the question "is it on W2?" only once for total of all transactions and not for each transaction individually. I have 9 transactions in the same Institution/Account and one of them is not included in the W2 all other 8 are included in the W2. What steps can I follow in TT to report this properly ? (I would prefer not to mess with the forms directly).
The ESPP transaction that is not reported in my W2 is a Long Term, Covered, Qualifying Disposition for which the Bargaining Element (the discount I received) is not reported in the W2. All other transactions are Disqualifying Dispositions and they are included in my W2 box1 and in box14 as ESPP DD (disqualifying disposition)
Thank you in advance for your direction,
