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drkma
Returning Member

Problem entering 1099-B company stock sales for directly purchased stock from bonus

I received a 1099-B from my employer for my (non-publicly traded) company stock sales in 2024. The sales were of stock that I directly purchased (not options) in 2020 as part of a performance bonus award. I elected to pay taxes in order to acquire the maximum amount of stock. TurboTax's step-by-step process for 1099-B only allows a selection of ESPP, RS, RSU, NQSO, ISO. Another option would be to select Stock (non-employee), but I am still an employee of the same company. My problem is that none of these options seem to apply to my situation -- not options, not restricted and not an ESPP.   It seems like there a missing option in the interview process for sales of a direct non-discounted and non-restricted company stock purchase.  How can I enter data for my situation correctly?   Thanks in advance for your help.

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1 Reply
drkma
Returning Member

Problem entering 1099-B company stock sales for directly purchased stock from bonus

I resolved this question: While not formally an ESPP, I was able to use that interview path to complete the process. 

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