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I have a stock sale reported on 1099-B with a combination of share lots from ESPP and RSU. I can enter ESPP or RSU lots separately, but how to enter a combination sale?
I have a stock sale reported on a 1099-B that included multiple lots shares some from ESPP and some from RSUs. I don't have a problem entering the info for either type separately. But TurboTax seems to assume that a sale is entirely of one type.
After I have entered all the lots of ESPP shares, I have a number of shares remaining in the sale -- those are the RSUs. But I can't find a way to enter the remaining lots as RSUs. The form only allows me to enter more ESPP lots.
I need to enter a combination of RSU and ESPP in the same sale. How do I do that?
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‎June 4, 2019
4:51 PM