DavidD66
Expert Alumni

Investors & landlords

There is not enough information here to determine whether or not your Fidelity account is correct as well as whether or not TurboTax accurately reflects the underlying transaction.  First of all, if this was an ESPP (Employee Stock Purchase Plan) and you still have the stock, then there has not been a taxable transaction.  Could this have been a Non-Qualified Stock Option (NQSO) transaction, or perhaps Restricted Stock. 

 

For more information, see the following TurboTax articles:

 

Employee Stock Purchase Plans

 

Non-Qualified Stock Options

 

Incentive Stock Options

 

Do I need to enter ESPP transactions in TurboTax?

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