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ESPP Stock Sales - when you no longer work there?
My spouse purchased stock under an ESPP program many years ago. The stocks were transferred into an individual account when they left the company - again, many years ago (over 10). The last two years, we sold some.
1) I reported these stocks on our TurboTax as ESPP sales. Is that correct?
2) If that is not correct, then what forms do I need change when doing amended returns?
Topics:
March 4, 2021
7:22 PM