TurboTax has interview for the sale of ESPP stock. Do not import you Form 1099-B with the sale of the ESPP stock. Instead, enter it yourself. To do so in TurboTax, (if using Online be sure you are logged in to your return):
- Click on Search
- Type “1099-B“ in the Search Window and hit Enter
- Click on Jump to 1099-B
- Click on + Add More Sales
- Answer Yes to: "Did you get a 1099-B or a brokerage statement for these sales?"
- Click on "I'll type it in myself"
- Enter your Brokerage name
- Answer Yes to "Do these sales include any employee stock?"
- Click the box to indicate the number of sales.
- Click Continue on screen with "We strongly recommend entering your sales from Charles Schwab one at a time"
- Continue on the screen with "Now we'll walk you through entering the info on your Charles Schwab 1099-B" and enter the details of your stock sales.
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