turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

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

TT handling of very old ESPP disposition

I sold some ESPP shares of >10 years in 2023. I left the company a long time ago, and the brokerage platform was merged to a new owner's so not all history was kept in the 1099. When TT 2023 imported the 1099 from the platform, it just used basis as is without the option to adjust. I remember previous TT would ask some kind of question as "Were any of these shares originated from an employee stock plan?", but I didn't see that this year, and even didn't see an option to adjust the basis. Did any one have the same issue? I'm using TT 2023 premier Mac version.

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies