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Investors & landlords
The only way I could get the adjustment to cost basis (based on compensation income) was to use the ""Walk me through adding more info.:" ->"
See this post: https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-espp-why-did-tt-po...
When I try to do it the right way, TurboTax does not adjust the cost basis and uses the incorrect market-value cost basis (hence double taxation - negative for you) - I also don't get a 3922 so our situations aren't exactly the same
There must be a bug with the 2020 software (see also all the rounding errors with 8949s) - they changed something because this worked fine in 2019 for me
No idea on RSUes but I see more than a few threads on those in here...
March 23, 2021
4:47 PM
527 Views