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Investors & landlords
I have a mix of ESPP that was sold in the same CY and from the previous CY (all disqual). When I step through TT Q&A on ESPP, I get a question at the end on whether the entire amount was included in my W2. In my case, some of it is. There is no option to selectively pick what is and what isn't. So I am stuck between TT thinking everything is already included in my W-2 (which it isn't) or none of it is, which means TT adds everything (including the part already in W-2) to 1040 1h (other earned income).
I noticed that the “other income” section also adds the amount to 1040 1h so I thought I would select “yes” when TT asks me whether the whole amount is included, then go through “other income” to add the missing compensation income. I worked around the 1099-MISC/NEC question by selecting “other” instead of “employee compensation that was not reported in W-2”. This is basically step 2 of TomYoung's post updated for TT Premier tax year 2022.
If using "other income" is not the recommended way I am open to other suggestions on what else I can do to get around this.