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

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

thoman87
New Member

Where do I report my shares acquired via a dividend on my ESPP sales? The cost basis adj section is only working me through purchases (3922 forms)

Turbo tax is warning me that my shares sold and ones I'v e accounted for with my 3922 forms is slightly off.  It is off because the sale included a small amount of dividend shares.  Turbotax is warning me that they don't match.  Do I need to get them to match?  Where/how do I enter the dividend?
NOTE - I already accounted for the dividend in 2019 (I got a 1099-DIV for it for the 2019 tax year).
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.

1 Best answer

Accepted Solutions
DavidD66
Expert Alumni

Where do I report my shares acquired via a dividend on my ESPP sales? The cost basis adj section is only working me through purchases (3922 forms)

I would exclude the dividend shares from the ESPP sale, and report their sale in a completely different transaction.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
DavidD66
Expert Alumni

Where do I report my shares acquired via a dividend on my ESPP sales? The cost basis adj section is only working me through purchases (3922 forms)

I would exclude the dividend shares from the ESPP sale, and report their sale in a completely different transaction.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies