Retirement tax questions

To enter ESOP for a 1099-B, follow these steps in TurboTax online:

1. In TurboTax, search for 1099-b and select the link
2. Answer Yes: Did you sell any of these investments in 2022? screen
3. Select Continue on the Get ready to be impressed screen
4. Either import your info from your bank or institution or select Enter a different way on the Let's import your tax info screen if you don't want to upload
   • If you chose not to upload, select Stocks, Bonds, Mutual Funds on the OK, let's; let's start with one investment type screen and select Continue
5. On the "Tell us about your 1099-B sales screen", answer the questions, and answer Yes under Do these sales include any employee stock?
6. Select Continue
7. Add your details from your 1099-B and select Continue

For more information on employee stock purchase plans, see the link below:

Employee Stock Purchase Plan

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