When you sell ESPP stock you should receive both a 1099-B and a Form 3922.
To report ESPP sales in TurboTax:
- When you enter your 1099-B information you will be asked: 'Do these sales include any employee stock? This includes ESPP, RSU, RS, NQSO, and ISO' Say yes.
- Then you will be asked 'What type of investment did you sell?' Select ‘Employee Stock Purchase Plan, (ESPP) '
- Check the box that says 'The cost basis is incorrect or missing on my 1099-B'
- Then select 'I need help figuring out my cost basis
- You will be prompted to enter your ESPP and Form 3922 information.
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