Hi ThomasM125. I have a follow-up question on how to enter the sale of these owned types of employer stock into Turbotax Premier. The 1099-B I received reports a single entry (non-covered of course, with nothing beyond the date of sale, the total number of shares sold, and the net total proceeds) for a stock sale that included several lots of ESPP, a few ISOs, and an RSU. Here are the issues:
- I did not receive any additional supporting documentation delineating the splits and there is no possibility to request them as these assets have bounced through several financial institutions.
- Turbotax immediately inquires about 1099-B entries which are at the total value but wants to associate that with only one of the categories (ESPP, ISO, or RSU). Those two entries are not compatible. So, it is obvious that I cannot enter at the combined total level.
- Since Turbotax insists on having entries for 1099-B provided fields, I cannot create individual sales for each of the (24) original transactions and match the entry on the 1099-B as it does not allow me to "indent" and then sum all associated with that stock. So, the entries for the number of shares and proceeds would not match unless there is a way to total them or leave that exercise (fun?) to the IRS.
What do you suggest?
As an aside, could I combine the (18) ESPP transactions (which occurred quarterly BTW) into one with an entry of "various" for the date?
Any help you (or anyone) could provide would be greatly appreciated. Thanks!
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