** Bug ? ** Can't Enter Selling Price Per Share for employee stock - Nonqualified stock option (NQSO) Plan

[rwross]

The interview work flow is much different this year than last.  I don't know if its been fully updated or not, but when trying to report a cashless option sale for which I've already paid tax and the income is reported on my W2, TurboTax Premier is not allowing me to enter a sales amount.

In addition, it keeps switching back to a status that says "NO, this is not employee stock."

I haven't been able to reach anyone at TurboTax either as it seems you need to have purchased live support...which seems strange for a bug like this.

Anyone have any luck?

[fanfare]

if you have TurboTax Premier you get phone support.

You may have to pay the fee first.

[rwross]

Hi and thanks for the reply.  I've never needed to contact them before and tried two times to use the one phone number I found, but it just said I didn't qualify for live access.

What did you mean by my getting support because I had Premier, but might need to pay a fee.  The only reason I bought Premier of Deluxe was to handle these NQSOs and at least the Mac version of the App seems bugged in that I cannot enter data into a field plus the workflow order seems weird.  Last year's asked up front whether a stock sale was a NQSO and then asked completely different questions to figure out how to report the sale since the income and taxes are already part of my W2.

It's just a mess *sigh*

Any links to next steps would be greatly appreciated.

[irishfan43551]

Same problem with mine as well.  I am still even trying to understand why I had shares held back, since it looks like I am not paying tax on my 1099-B.

[fanfare]

the free versions of TurboTax don't include phone support.

[irishfan43551]

I paid for Premier as well. 

[rwross]

I’m not using the free version. I bought Premier. 

[MIZJAYBEE]

I am having the same issue when attempting to enter selling price per share for employee stock - Restricte Stock Unit(RSU).  I tab to the field and it's not allowing me to enter any data.  Anyone have any luck?  Looks like a bug. 

[Cynthiad66]

Please watch the video below for instructions for properly entering this item.

How do I enter Restricted Stock Units (RSU) sales in TurboTax Online?

If the video does not help, please do the following:

Please reach out to our phone support team for further assistance and to report a possible bug.  The following TurboTax Help Article will assist you with connecting with the right person to get the help you need:  What is the TurboTax phone number?

[rwross]

Hi @Cynthiad66

The problem is that TurboTax will not allow entry into one of the fields.

I tried the phone number in your post, it would not connect me to a live person.

[rwross]

I'd also like to add that it is beyond infuriating that there is absolutely no way (that I've found) to contact Intuit about this problem if you are a downloaded App user.  This is an $80 piece of software this is not functioning properly.

[DianeW777]

I would suggest trying to move past that screen and the next few screens where certain boxes do not allow entry until you reach the form 3921, (or other similar statement with the same information) where you can enter the appropriate information to move forward with an appropriate conclusion. This seemed to work for me today.

Please update the issue if you need further assistance.

[rwross]

@DianeW777 

Thanks for the response...I have tried what you suggest and TurboTax just reports Zero for the selling price.  I also went directly to the form associated with the interview section and it, too, shows zeros.  The fields are calculated so even if I knew how to do it manually (which I don't...hence...TurboTax), it would not allow me to override the interview questions.

In 2019, this process was seamless, which is why I bought Premium this year where last year I upgraded from Deluxe just for this feature.  For 2020, it is just a complete broken mess for both options and RSUs.

Is there ANYWAY to speak to a human about this?

[DianeW777]

Use this link to put yourself on a list to be notified of updates for this situation. Be sure to click 'go here' Why am I unable to enter selling price? 

[MIZJAYBEE]

Surprisingly, I was able to actually to talk to a human when I called Support last night and reported the bug.  After 30 minutes, I was told it's an issue and we will have to wait for a software update.  If you want to receive updates on this, someone on this thread already posted the link regarding the selling price issue and where you can sign up for updates.  It is really a ridiculous bug, a form "entry" field should be "enterable" 😐.  There's nothing complicated about this. Anyway, let's hope it gets fixed soon.  Otherwise that's an $80 software that's just useless!

On the positive side, the Support person I talked to last night was very patient and helpful.