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Possible Bug - For ESPP, capital gains/losses not being adjusted according to the 1099-B supplemental information entered.
I am using TT Premier 2020 DVD on Windows 10 updated to the 01/26/2021 level.
When I enter my ESPP and RS sales, the calculated gains and losses are overall gross values only and not the net values expected that take into consideration the adjusted cost basis provided from the 1099-B supplemental information I entered.
Has anyone else had trouble with getting this to work correctly with ESPP and/or RSU? Worked more or less okay in TT 2019. I suspect that Form 8949 and Schedule D are not finished, but hope I am mistaken.
- Fred
‎January 26, 2021
6:50 PM