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Reporting sale of company stock received as part of yearly bonus

I received part of my yearly bonus in company stock last year. I immediately sold it and trying to enter the sale. None of the options really apply in the "What type of investment did you sell?" box. What do I use from the drop-down list?

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1 Reply
JamesG1
Employee Tax Expert

Reporting sale of company stock received as part of yearly bonus

You may have received an employer stock option such as an incentive stock option (ISOs) or non-qualified stock option (NSOs).  Your employer information and/or this TurboTax Help may help identify the nature of your sale.

 

The drop down menu may be limited because you need to tell the software more information about your transaction.  When entering the sale, at the screen Tell us about the sales on XXX, select Yes to the question Do these sales include any employee stock?

 

You may be encouraged to select Enter one by one to enter the sales.

 

At the screen Review this XXX sale, What type of investment did you sell? will generate several options.

 

 

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