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Level 2
February 14, 2021
Question

ESPP Data Entry Bug on Second Transaction

  • February 14, 2021
  • 12 replies
  • 37 views

I entered one ESPP transaction and all goes well.  I start through the second entry and when I get to the point where it asks for the 3922 form to enter in the additional details it looks like it gets confused and shows the data I entered for the first transaction.  Even when walking into the wizard the share count is wrong when it gets to the step where you enter the details it is pre-populated with the data from the first transaction which is incorrect.  I updated with the info for the second transaction and it looked like it clobbered the record for the first transaction.

 

Please fix this bug ASAP as I have several transactions and this is very annoying.

    12 replies

    Level 2
    February 21, 2021

    Definitely a TT bug.  Please update as the ESPP stays with the previous transaction and not with the current transaction.

    Level 2
    February 22, 2021

    Agreed, that both this needs to be fixed and error with cost basis calculated as zero.