Appears error in Form 1099-B entry adding Form 3922 details for cost basis

[shawna1997]

I entered 1099-B data, cost basis differs based upon "Supplemental Info" supplied so corrected adding "ordinary income reported". Then TurboTax asks that I enter Form 3922 data. Afterwards when I review data I found that the number of shares was changed to a higher number that is incorrect from both 1099-B and 3922 forms.

[TomYoung · Accepted solution]

There's no real "income tax reporting" requirement to use the ESPP "guide me step by step" interview if the compensation income created by the sale is reported on your W-2.

Assuming that's the case:

1. Delete the trade, don't try to edit it, delete it.
2. Enter the 1099-B exactly as it reads, wrong basis and all
3. Click the blue "I'll enter additional info" button
4. On the next page enter the correct basis.

You're done.

Tom Young