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rz1
New Member

How do I enter sales of an ESPP that were bought in a previous year?

We have received both a form 3922 and what looks to be a brokerage statement.  The first sale of the year was from stocks that were purchased on 12/31/15.  Do I use the previous year's 3922 to enter this purchase information?
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TomYoung
Level 13

How do I enter sales of an ESPP that were bought in a previous year?

The Form 3922 is the correct form to use to help you determine your basis in the stock you sold.  You enter the 1099-B that you should receive mid to late February using the "Stocks, Mutual Funds, Bonds, Other" interview.

Tom Young

View solution in original post

1 Reply
TomYoung
Level 13

How do I enter sales of an ESPP that were bought in a previous year?

The Form 3922 is the correct form to use to help you determine your basis in the stock you sold.  You enter the 1099-B that you should receive mid to late February using the "Stocks, Mutual Funds, Bonds, Other" interview.

Tom Young

View solution in original post

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