DianeW777
Expert Alumni

Get your taxes done using TurboTax

The goal is for the tax gain or loss to be accurate.  For this reason you could make one or two entries that would take care of the issue.

 

Any amount that is already included in the W-2 should be part of your cost basis.  Make two entries if these stocks are both short and long term or one entry if they are either all short term or all long term.

  • Manually add a stock sale for the combined amount (or amounts for one short term and one long term entry). The cost basis will be the amount that was included in the W-2, the sales price will be zero. 
    • Select the correct holding period
    • Enter Various as the date acquired
    • Enter the appropriate date of sale
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