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dcsgv
New Member

I received a Form 3922 for Employee Stock Purchase Plan. Where would I go to add this information for my taxes?

 
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IreneS
Intuit Alumni

I received a Form 3922 for Employee Stock Purchase Plan. Where would I go to add this information for my taxes?

If you purchased ESPP shares, your employer will send you Form 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan.

If you did not sell any shares this year you don't need to enter this form on your return. It's sent to you for informational purposes only.   However, hang on to Form 3922 as you'll need it to figure your cost basis when you sell your ESPP shares in the future.

 

If you did sell some ESPP shares this year, the transaction will be reported to you on Form 1099-B (usually in early February) .  To report the information, please follow the steps in the FAQ printed below:  Where do I enter a 1099-B?



[Edited | 4/8/2020 |  9:40am PDT]


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IreneS
Intuit Alumni

I received a Form 3922 for Employee Stock Purchase Plan. Where would I go to add this information for my taxes?

If you purchased ESPP shares, your employer will send you Form 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan.

If you did not sell any shares this year you don't need to enter this form on your return. It's sent to you for informational purposes only.   However, hang on to Form 3922 as you'll need it to figure your cost basis when you sell your ESPP shares in the future.

 

If you did sell some ESPP shares this year, the transaction will be reported to you on Form 1099-B (usually in early February) .  To report the information, please follow the steps in the FAQ printed below:  Where do I enter a 1099-B?



[Edited | 4/8/2020 |  9:40am PDT]


**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I received a Form 3922 for Employee Stock Purchase Plan. Where would I go to add this information for my taxes?

Since I no longer work for that employer that I received the ESPP shares from, and have transferred the shares to my broker, the 1099B from my broker does not recognize that these shares are ESPP shares, so I always need to enter the data from form 3922 myself.  In the past, navigating Turbotax to enter form 3922 has always been cumbersome, but this year is the worst. I would like instructions to be able to enter my 3922 data manually.

I received a Form 3922 for Employee Stock Purchase Plan. Where would I go to add this information for my taxes?

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