Investors & landlords

There's no real "income tax reporting" requirement to use the ESPP "guide me step by step" interview if the compensation income created by the sale is reported on your W-2.

Assuming that's the case:

  1. Delete the trade, don't try to edit it, delete it.
  2. Enter the 1099-B exactly as it reads, wrong basis and all
  3. Click the blue "I'll enter additional info" button
  4. On the next page enter the correct basis.

You're done.

Tom Young

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