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posted Feb 12, 2020 3:31:45 PM

I bought and sold stock from my ESPP. When I try to import my 1099B it just finishes and adds my 1099DIV. It doesn't appear to use the 1099B or 3922 info

I made a profit on the sale and don't see that being reported. Both the 1099DIV and the 1099B have the same control number. I'm confused.

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1 Best answer
Expert Alumni
Feb 12, 2020 3:50:24 PM

TurboTax has interview for the sale of ESPP stock.  Do not import you Form 1099-B with the sale of the ESPP stock.  Instead, enter it yourself.  To do so in TurboTax, (if using Online be sure you are logged in to your return): 

  • Click on Search
  • Type “1099-B“ in the Search Window and hit Enter
  • Click on Jump to 1099-B
  • Click on + Add More Sales
  • Answer Yes to: "Did you get a 1099-B or a brokerage statement for these sales?"
  • Click on "I'll type it in myself"
  • Enter your Brokerage name
  • Answer Yes to "Do these sales include any employee stock?"
  • Click the box to indicate the number of sales. 
  • Click Continue on screen with "We strongly recommend entering your sales from Charles Schwab one at a time"
  • Continue on the screen with "Now we'll walk you through entering the info on your Charles Schwab 1099-B" and enter the details of your stock sales.

1 Replies
Expert Alumni
Feb 12, 2020 3:50:24 PM

TurboTax has interview for the sale of ESPP stock.  Do not import you Form 1099-B with the sale of the ESPP stock.  Instead, enter it yourself.  To do so in TurboTax, (if using Online be sure you are logged in to your return): 

  • Click on Search
  • Type “1099-B“ in the Search Window and hit Enter
  • Click on Jump to 1099-B
  • Click on + Add More Sales
  • Answer Yes to: "Did you get a 1099-B or a brokerage statement for these sales?"
  • Click on "I'll type it in myself"
  • Enter your Brokerage name
  • Answer Yes to "Do these sales include any employee stock?"
  • Click the box to indicate the number of sales. 
  • Click Continue on screen with "We strongly recommend entering your sales from Charles Schwab one at a time"
  • Continue on the screen with "Now we'll walk you through entering the info on your Charles Schwab 1099-B" and enter the details of your stock sales.