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How and where do I enter reinvested dividends from an ESPP sale?

I sold stock this year from my ESPP.  I have entered all my info from my 1099-B and my 3922s. At the end of entering my 3922 info, I'm left with a small amount of unaccounted shares that came from reinvested dividends.  TurboTax then gives me a warning about the shortfall.  I understand that I have to enter these differently.  My question is, do i enter them as individual purchases for each dividend purchase? As a group?  In the same 1099-B review as the rest of the ESPP info? 

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1 Reply
DavidD66
Expert Alumni

How and where do I enter reinvested dividends from an ESPP sale?

Were all the dividend reinvestment shares sold on the same date?  If so, you can enter as a single entry for all the long-term and another single entry for all the short term transactions.  If all the shares from dividend reinvestment were sold on the same date,  and they were all long-term, you would have a single transaction.  You would enter the combined proceeds and cost basis.  You would use Various as the date acquired.  If you have multiple sales, for each sale date, you will have either one or two transaction.  I would enter them separate from the ESPP info if you are using the program's guided entry.    

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