About jaredtsmith

jaredtsmith

Just enter in each transaction as a different brokerage: Charles Schwab 1, Charles Schwab 2..... That seemed to work for me and is probably a bit simpler. But fully agree this is a bad bug that should be fixed. I've also used this for years and this is the first year I've seen this broken.

jaredtsmith

Thanks for the pointer on that; I ended up working around it by entering it as if it was a different brokerage account that worked. All the numbers calculated matched my W2 at the end so I'm assuming it all worked right. One note for others I did not find any issues with RSU entry I was able to enter a bunch of RSU transactions under a single account with no issue so looks like this just impacts ESPP.

jaredtsmith

I entered one ESPP transaction and all goes well. I start through the second entry and when I get to the point where it asks for the 3922 form to enter in the additional details it looks like it gets confused and shows the data I entered for the first transaction. Even when walking into the wizard the share count is wrong when it gets to the step where you enter the details it is pre-populated with the data from the first transaction which is incorrect. I updated with the info for the second transaction and it looked like it clobbered the record for the first transaction. Please fix this bug ASAP as I have several transactions and this is very annoying.

Date Registered	‎March 14, 2020 6:29 PM
Date Last Visited	2 weeks ago
Total Messages Posted	3
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Re: ESPP Data Entry Bug on Second Transaction

Re: ESPP Data Entry Bug on Second Transaction

ESPP Data Entry Bug on Second Transaction