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egrill02
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Where to enter a T5008 form as a US citizen for Employee Stock purchase plan?

Cannot do the basic, "bought stock and do not have a 1099-B form" since it is a ESPP.
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1 Reply

Where to enter a T5008 form as a US citizen for Employee Stock purchase plan?

Actually, you can use the "not reported on a 1099-B" selection here and that's entirely appropriate.

If you think you need to use the ESPP "guide me step by step" interview here because the compensation created by the sale wasn't reported and you want TurboTax to add that to your basis and the "wages" line item, there is that option available under the "no 1099-B" interview.

Tom Young

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