You'll need to sign in or create an account to connect with an expert.
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]
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]
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.
Useless information
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
stacey9554
Level 2
bagilli7
New Member
joseph-scarpone
New Member
drkma
Returning Member
main0stage
Level 3