KathrynG3
Expert Alumni

Investors & landlords

It depends. I suggest you review what you paid for the ESPP stock less  any amount already reported, like the return of capital adjustment.

 

You will need

  • Form 3922 from your employer,
  • Form 1099-B and
  • Form W-2

to determine the appropriate cost basis for your transaction, which may require additional details in TurboTax to accurately report the transaction.

 

For more resources, see below:

[Edited 2/28/2020 | 11:52 AM PST]

@carmenb16