Hi,
I purchased shares through ESPP and sold the shares as soon as they were available in 2022.
I received a 1099-B and the difference between Box 1d (Proceeds) and Box 1e (Cost Basis) is ~$2,000. Box 1b: Date acquired is 11/30/22 and Box 1c: Date sold or disposed is 12/01/22.
I also received Form 3922 from my employer and it has:
Box 1 (Date Option Granted): 6/1/22, Box 2 (Date Option Exercised): 11/30/22
The difference between Box 4 (FMV per share on Exercise Date) and Box 5 (Exercise price paid per share) multiplied by the # of shared transferred (Box 6) is ~$1,500.
When I filing out the 1099-B information on TurboTax, do I enter the information for box 1d and 1e from Form 1099-B or Form 3922? And is the Sale category: Box A - Short term covered?
I do not see TurboTax asking me any question which would prompt me to enter the information on Form 3922.
I would greatly appreciate any guidance I can receive.
Thank you.
