Investors & landlords

I spent two hours on the phone with first level customer help  and then a second level CPA last weekend and filed an official case number with Turbo Tax.

 

The CPA called me back today and they think have addressed the issue with the 2/4 updates released today.  The tax forms changed this years,  the Employee stocks (RSU, ESPP ISO ...etc) are on a new form which they had bugs in.

 

I down loaded the update and it seems to work for the ESPP issue I  was having .  I have not tried my RSU's yet

 

Also as a secondary  Note , on the initial screen where you enter the initial sales information and it errors out if you leave things like COST BASIS and type of sale (long term, short term) out . If you look below  after you get the RED RECTANGLES around the missing information and there is a little check box that you can select that says " ALLOW me to continue with incomplete information" If you check that now with the 2/4 update,  it does fill in the correct cost basis and long and short term sale information later on