https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/imported-1099-b-with-espp/01/3649973#M125081 <P>I imported a 1099-B with regular equities as well as ESPP.</P><P>I saw where you are recommending adding the ESPP sales one at a time, in my case that will be about 80 entries due to differing purchase price. Since the import already has date acquired, date sold,&nbsp; proceeds and basis, why can't i just change the type to ESPP instead of re-adding a lot of data which is already present? This is what computers are for.</P> Sat, 12 Apr 2025 20:18:30 GMT jsorrels 2025-04-12T20:18:30Z https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/imported-1099-b-with-espp/01/3649973#M125081 <P>I imported a 1099-B with regular equities as well as ESPP.</P><P>I saw where you are recommending adding the ESPP sales one at a time, in my case that will be about 80 entries due to differing purchase price. Since the import already has date acquired, date sold,&nbsp; proceeds and basis, why can't i just change the type to ESPP instead of re-adding a lot of data which is already present? This is what computers are for.</P> Sat, 12 Apr 2025 20:18:30 GMT https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/imported-1099-b-with-espp/01/3649973#M125081 jsorrels 2025-04-12T20:18:30Z https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-imported-1099-b-with-espp/01/3665868#M125674 <P>You can leave the import as it is stated if you want. The problem is the cost basis is usually wrong on the Form 1099-B when ESPP shares are involved, as it usually doesn't consider the income from the discount reported on the W-2 form. So, you may need to adjust the cost basis or you will overstate your capital gain income.&nbsp;</P> Wed, 16 Apr 2025 02:16:11 GMT https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-imported-1099-b-with-espp/01/3665868#M125674 ThomasM125 2025-04-16T02:16:11Z