Greetings!
I'm writing to report some inconsistencies I am seeing with the Federal Refund amount. It looks like this has to do with ESPP stock sales and both qualifying and disqualifying disposition types.
On my W2, Box 14 I have:
$XXXX.XX ESPP DD
$YYYY.YY ESPP QD
This income is NOT included in my box 1 wages.
After freshly entering all my ESPP sales (as well as all my other info), my federal return shows as $774.
When I save and re-open my return (Turbotax 2023 version 023.000.0428), my Federal Refund drops to $136.
Now, if I just run through and simply confirm all the various screens and prompts for each my 4 ESPP sales, allowing TurboTax to walk me through adjusting my cost basis, my Federal refund amount jumps after reviewing each lot, taking my Federal Refund all they way up to $1,548. The question at the end of the section confirming my dispositions and W2 income inclusion now no longer includes my ESPP DD, only my RSUs.
If I delete all my ESPP sales and re-enter them, my refund changes to that original $774 amount and the question at the end of the section confirming my disposition now includes my ESPP sales and the amount exactly matches my ESPP DD.
I'm not sure what is happening but I honestly don't know which number to trust as I can get 3 different amounts depending on what actions I take by loading a saved return vs. reviewing the ESPP sales vs. deleting + freshly entering my ESPP sales.
I'm thinking the $768 is actually the correct number since it looks to properly account for the ESPP DD and count that towards my ordinary income, but this feels buggy and frankly quite concerning.
Anybody else experiencing this?
