If you are working in Turbo Tax online, here are the steps.
- As you start entering your stock sales, the program will eventually ask Do these sales include any employee stock, here you say yes.
- Then as you begin entering your stock information, under sale information>what type of investment did you sell>select Employee Stock purchase plan (ESPP) Then enter the sale information.,
- Next screen asks, Adjust your cost basis to ensure your best outcome. Then select I can't find it, I need some help
- Then there will be a screen asking you is it from an employer with an existing W2 or is one without. Make one selection or the other.
- Next screen will say Now, we'll walk you through entering the rest of your sales info. Select sounds good.
- Next screen is where you enter your ESPP sales information. If compensation income was not included on a W2, put 0.
- Finish the section.
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