ESPP discount rate entry

groovyauro — Mon, 23 Feb 2026 11:49:04 GMT

Hi there,

While inputing my ESPP transaction, I am prompted to enter the "Discount percentage (i.e. 15% maximum)".

As you may know, it takes the 15% off of either beginning or the end of the period, which means that the actual discount value compared to the end of the period may be larger than 15%.

In the above case, do I input the actual discount value (my company provides this value), or just 15% fixed?

Re: ESPP discount rate entry

ThomasM125 — Thu, 23 Feb 2023 04:17:34 GMT

In the example I tried, TurboTax allowed me to use the discount percent entered even though it was more than 15%, so I'm not sure why it is stated to limit it to 15%. However, it is best to follow the instructions in the program since if you don't it can void the TurboTax accuracy guarantee.

topic ESPP discount rate entry in Get your taxes done using TurboTax

ESPP discount rate entry

Re: ESPP discount rate entry