I found a bug in TurboTax Premier 2020 related to ESPP plan transactions. How do I get it fixed?

[cszabo2]

I have 2 ESPP Stock sales transactions, but TurboTax confuses them. As soon as I try to enter the second transactions it continues the questions for the first and it overwrites the answers to the first transaction question. As such I cannot get the basis adjusted for both transactions. Also the W2 amounts corresponding to these transactions are wrong as a result.

How can I get Intuit to fix this or give me my money back. The software is unusable with this bug.

[krt2]

I am running into this same issue.  Can someone from Intuit tell us how to get around this issue?

I need to have more than one ESPP sale and they have different 3922 data.  As the OP stated, it won't let you enter two sets of data.  When it gets to the place where it asks you to enter the 3922 data for the second stock sale, it changes back to the first sale and changes that data.

[krt2]

And just to be clear, I am seeing this issue on the Windows version of Turbo Tax 2020 Premier.

[teksplorer · Accepted solution]

There are quite a few threads in this forum related to the subject.  Scan through this thread and there are a few work arounds suggested:  https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/espp-rsu-issues-on-tu...

But the only real way for Intuit to fix this bug is to call them and to complain that the SW is calculating the ESPP sale information incorrectly, as I don't think they monitor the forums.

[cszabo2]

TurboTax 2020 works nearly fine for 1 ESPP sale. If you have like I do 2 ESPP vesting periods a year and 2 sales, the second overwrites the first. So you can only get the basis adjusted to one of them. The only solution I found or the best one, was to ignore the ESPP thing and the 3922 stuff and just do the thing by hand, that is say that the reported basis is wrong, compute the adjustment myself and leave it at that without mentioning that this is ESPP.

[akshayghz]

The issue is not only with ESPP but with both ESPP/RS. even in RS it overrides last piece of details.