Anonymous
Not applicable

Regarding DDS -DISQUALI

Hi there,

Last year, I had some earnings from ESPP that were not reported on W2. TurboTax walked me through the process of reporting them, including linking the Fidelity account from where all the numbers were downloaded. 

This year, the earning are reported under Box1>Other Earnings>DDS -DISQUALI.

I have a few questions:

Is TurboTax smart enough to process that?  Would my linked Fidelity account interfere with this process somehow? I don't want to be double taxed, which seems to be a common issue with ESPP. 

Please advise.