jhbrown42
Level 2
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This question has aggravated me for the last couple of years. I do not have any non-deductible IRA contributions, and I tell the program that. I take an RMD fro...
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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...
Activity Feed for jhbrown42
- Cheered Re: keeps asking for canadian pension info don't have any for jmickelct. Wednesday
- Cheered Re: keeps asking for canadian pension info don't have any for CaptainNemo. Wednesday
- Posted Re: Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on Decembe... on Retirement tax questions. Wednesday
- Cheered Re: Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498. for user17723801269. Wednesday
- Cheered Re: Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498. for markcnewkirk. Wednesday
- 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
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- Posted Re: Roth IRA conversion via 60-day rollover on Retirement tax questions. January 24, 2023 1:25 PM
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