jhbrown42
Level 2
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You don't have to delete the imported 1099-B and enter all the data manually. I found a way in Forms Mode to attach the desired worksheets to the ESPP sales. Se...
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Here is how to get the right treatment of imported ESPP sales. These instructions are for the desktop version (PC or Mac). It worked for me, but I can’t guarant...
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Yes, I have the same issue. I found a post here where an expert suggested the only workaround was to delete the imported 1099-B and enter all the data manually,...
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I have the same issue as Shirley8. I'm using Premier desktop. I imported a 1099-B with one ESPP sale and a LOT of other sales. In EZStep, I can review that ESPP...
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Forgive me for paraphrasing. I'd correct what I said about the 5498, but I can't get back to that screen. No matter.1) My main question is why TurboTax needs th...
Activity Feed for jhbrown42
- Posted Re: ESPP share on Get your taxes done using TurboTax. March 23, 2025 5:26 PM
- Posted Re: Anyone having an issue updating1099 B adjusted cost for ESPP. When I click on an imported line to enter the detail the page reloads and brings me back to the top level on Get your taxes done using TurboTax. March 23, 2025 5:18 PM
- Posted Re: Anyone having an issue updating1099 B adjusted cost for ESPP. When I click on an imported line to enter the detail the page reloads and brings me back to the top level on Get your taxes done using TurboTax. March 21, 2025 3:54 PM
- Cheered Anyone having an issue updating1099 B adjusted cost for ESPP. When I click on an imported line to enter the detail the page reloads and brings me back to the top level for anne-piotrowski1. March 21, 2025 3:43 PM
- Posted Re: ESPP share on Get your taxes done using TurboTax. March 20, 2025 1:21 PM
- Cheered Re: ESPP share for Shirley8. March 20, 2025 1:02 PM
- Got Cheered for Re: Tell Us the Value of Your Traditional IRA. February 13, 2025 12:28 PM
- Got Cheered for Tell Us the Value of Your Traditional IRA. February 13, 2025 12:27 PM
- Posted Re: Tell Us the Value of Your Traditional IRA on Retirement tax questions. March 7, 2024 3:05 PM
- Posted Tell Us the Value of Your Traditional IRA on Retirement tax questions. March 7, 2024 10:43 AM
- Posted Re: Roth IRA conversion via 60-day rollover on Retirement tax questions. January 30, 2023 9:31 AM
- Cheered Re: Roth IRA conversion via 60-day rollover for dmertz. January 24, 2023 2:13 PM
- Cheered Re: Roth IRA conversion via 60-day rollover for dmertz. January 24, 2023 2:12 PM
- Posted Re: Roth IRA conversion via 60-day rollover on Retirement tax questions. January 24, 2023 1:25 PM
- Posted Roth IRA conversion via 60-day rollover on Retirement tax questions. January 24, 2023 11:23 AM