Investors & landlords

Oh my, I am so glad I stumbled upon this thread.  I have been pulling my hair out for the last two days trying to figure out how TT can be screwing up ESPP worksheets so bad.  I have multiple ESPP sales (for shares of the same employer), and am hitting the same issues where 3922 data from a previous sale is populating the new sale, or the screen changes  to say "shares from Not employer stock" when trying to do the Step-by-Step process of entering 3922 data.

 

It seems that the Step-by-Step view has a wrong reference in one screen, that creates a new worksheet for part of the questionnaire, but then doesn't actually connect the data with the actual sale.

 

Here is the what I found as a work around.  I switch between the Step-by-Step view and the Forms view.
Initially populate the share sale data from 1099-B in Step-by-Step view.  
When you get to the the Tell us about the ESPP sale screen, select the employer, click next.  It brings you to the "OK, we just need a few more details" screen.  Switch into the form view (from that point on don't use the Step-by-step interface for the sale).  Manually fill out the Employee Stock Transaction Worksheet with data from your form 3922 for this particular transaction.   You should scroll down a little bit and confirm you see the correct Compensation Income in that sheet once you fill out the info. 

Switch back to Step-by-Step view.  Click on some tab like "Personal Info" (so that you don't proceed through the Step-by-Step for the transaction.   Then you can go again to the Federal Taxes/Stock Sales/brokerage screen, "Edit" the transaction you just entered, click through "Next/Done/Continue" (without changing any of the data), until you get to the screen where it says "Here are the ESPP purchase lots we have so far", and it should have the correct info associated with that sale.  At least this convoluted process works for me. 
Now repeat the process for the next ESPP sale.

I can't believe Intuit shipped TT with such a big issue, and has yet to address it.