Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Still need to file? Our experts can get your taxes done right. Get started >
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
gafa5911
New Member

I sold 4.2232 shares of stock between Sept-Oct 2016 but I did not receive Form 3922, I just received a letter. What info do I need to input?

 
1 Reply
TomYoung
Level 13

I sold 4.2232 shares of stock between Sept-Oct 2016 but I did not receive Form 3922, I just received a letter. What info do I need to input?

I'm going to assume that the stock you sold was stock acquired via an ESPP.  I believe that you should get a Form 3922 but if the "letter" has the same information as a Form 3922

https://www.irs.gov/pub/irs-pdf/f3922.pdf

then that's fine. 

I'd think you will also get a 1099-B reporting the sale.  It might not be until mid-Febrary, or later.

You'll enter the sale using the "Stocks, Mutual Funds, Bonds, Other" interview.

After entering information off the 1099-B you'll ask TurboTax to "guide you."  You'll tell TurboTax that you're selling stock acquired via an ESPP and then follow the interview along.  You'll be asked to enter the information that Form 3922 (or your letter) has on it.

Tom Young
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v
ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789-_~