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Investors & landlords
@philslinuxttexp TT did ask that question when I was finished with my ESPP. I also confirmed it by reviewing the output of the "summary of compensation income from employer stock transactions" form.
@2223alice Step by step for ESPP entries worked for me. I receive a stock plan transactions supplement from my broker with adjusted cost basis and gain (loss) for RSU/ESPP and I was able to match that with the 8949s generated by TT (minus the infamous TT rounding issue). Never tried manual entry.
I am using TT Premier for Mac (3/25 update).
March 30, 2021
3:37 PM