Skip to main content
Level 2
May 1, 2026
Question

I has an ESPP where some shares had a 5% discount and others had a 15% discount. How do I enter both of these?

  • May 1, 2026
  • 1 reply
  • 92 views
No text available

1 reply

Employee Tax Expert
May 6, 2026

It depends upon how it was reported on your 1099-B form.  If it was reported as one sale, you will need to split them into 2 separate sales based upon the number of shares purchased at each discount rate, and then enter the cost basis for each set of shares accordingly.  You may also have a supplemental form issued with your 1099-B form that may also list out the cost basis for you.  

 

Please see "How do I enter Employee Stock Purchase Plans (ESPP) sales in TurboTax" for directions on entering the 1099-B information.  

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"