Entering ESPP stock sales

[dakejohnson]

I have sold company ESPP shares in 2024 that I received in 2021 but since I transferred these shares from my company account to my brokerage it does not show up in my W-2. I do have access to the info needed to enter the details.  I have done this on other versions of turbotax desktop for the Mac but in the 2024 version I cannot find a way to identify this sale as ESPP. How do I get this version to allow me to select this as an ESPP sale?

[DavidD66 · Accepted solution]

To report your stock sale as an Employee Stock Purchase Plan (ESPP) transaction do not import your Form 1099-B.  Enter it manually, by indicating "I will type it in myself".   After you enter your broker's information (Name & EIN) the next screen will say:  "Tell us about the sales on your [Broker Name] 1099-B".  The first question is "Do these sales include any employee stock?" Indicate Yes.  I recommend, as does the program, that you enter your sales one by one.  On the "Now, enter one sale..." Select the type of transaction (should be Long Term, basis reported to the IRS), and then for "What type of investment did you sell?"  Select Employee stock purchase plan (ESPP).  

Enter the information for your transaction.  On the next screen, indicate you don't have your cost basis and need help.  The program will guide you through entering the sale of your ESPP stock. 

[dakejohnson]

I deleted the auto downloaded info from my 1099 and entered it manually as you described. This worked so thanks for the explanation.