Employee Stock Transaction Worksheet

[gcishee]

I entered all of the information for an ESOP sale using Form 3921 and 1099-B but why didn't the information transfer to the Employee Stock Transaction Worksheet? Turbo Tax is asking me to manually input hundreds of entries to the worksheet after the review check.

[Anonymous]

I have several ESPP transactions. It seems to me like when I enter the data from for4m 3922 is just keeps overwritting the data from the first one I entered. Are you seeing the same thing where only one of the forms has real data and the rest are blank? I think there is an issues with the current version of TurboTax for Mac that I am using, wonder if it is the same as what @gcishee you are seeing.

[gcishee]

My issue is similar.  After I entered all the the data TurboTax had asked for using my Forms 3922 and 1099-B it all looked good.  Then when I did the smart check to review my taxes it said I needed to make over 300 individual entries on the Employee Stock Transaction worksheet.  Not what I expected to see after entering all of the data requested.

[Anonymous]

When I look on the forms view the 3922 data keeps getting overwritten on the first worksheet and the rest of the worksheets are blank. I reported to support and they opened an investigation that might take a week. At this point I feel certain that the program is broken for my return and will need to be fixed before I can reenter all my stock plan data. I think you need to assume you lost all the work you did and will have to do it over.

[gcishee]

Thanks for the input. So much for TurboTax making taxes easier I guess.

[gcishee]

I finally gave up on using Turbotax for my stock options.  I wound up ordering H&R Block deluxe + state software from Amazon.  Cost about $24 and had everything input and checked in one afternoon.  Much less hassle than Turbotax.