Problem/Bug while entering stock details, specifically ESPP and RSU information

Forum|Forum|5 years ago
January 31, 2021
13 replies
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edit: updated subject/topic. Issues seen in ESPP and RSU details sections. Screenshots attached in one of my replies. The problem is reported by more than a few people and is seen in both MAC and PC versions of the software.

I am using Turbotax Premiere 2020, and I see "Not employer stock" when I click on "Walk me through adding more info"

TurboTax Online

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BigMac300

Level 2

yeah, it is worse I have a Mix of RSU and ESPP data that I imported from my broker. When trying to enter all this new ESPP data I am getting a bad reference from one screen to the next. It refers to the first stock that was imported that I had already flagged as an RSU.

On the phone with them trying to get them these pictures.

BigMac300

DishguyAuthor

Level 3

I think I speak for everyone when I say please hang up now. Phone support won’t get you anywhere, unfortunately. But if you battle it out on the phone and get somewhere, let us know 🙂

BigMac300

Level 2

Their answer was to delete the import because it is known that when people put in a lot of transactions. I had about 30. I may have to restart from the beginning because when I tried deleting I got an error.

Note: This is the most bizarre help setup ever. I was talking to the nice woman that answered the phone who was then Chatting with some technical person. The remote screen feature of the Desktop version is cool but when you are not talking with someone in the know it is very wierd.

DishguyAuthor

Level 3

Looks like Intuit spent all the money in Super Bowl ads and nothing to left to pay for engineers to fix bugs 🙂

Cold in MN

Level 2

TT Premium for Windows - Tried entering ESPP data using the step-by-step - still end up with zero cost basis. Problem still not fixed.

GlobeTrekker818

Level 2

Agree,

Just tested again with Premier on Mac. Not fixed, still showing all bugs.

This is the first time I'm encountering bugs in TT and I don't trust other calculations in other parts of the program. Hoping they honor their guarantee if I run into any issues with IRS and state agencies.

Aligood

Level 2

Incentive Stock Options, the interview will not move forward. Puts me in a loop even though I say no... I have to save my file - and go to next topic manually... urgggg