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).