Hi@DianeW777thank you for your reply.To make it super simple, imagine I have 2 ESPP transactions from the same employer. My employer included the discount amoun...
Hi@DaveF1006,Thanks for your reply. I followed your directions however TT continues to ask the question "is it on W2?" only once for the total Compensation Inco...
Hi@DianeW777Thanks for listing the steps below, they work for me. However TT assumes that all ESPP transactions within the same Institution/Account are either i...
TT is assessing an underpayment penalty for the state of CA even though I meet the third bullet point. Specifically my withholding is greater than 110% of the C...
