Do I need to enter ESPP transactions?

by TurboTax •   387
Updated December 11, 2025 5:29 AM

Only if you sold stock that was purchased through an ESPP (Employee Stock Purchase Plan). In that case, the sale will be reported on Form 1099-B, which you should receive from your brokerage around tax time (early February is typical). You should have received Form 3922 when you exercised your stock options.

Simply enter your 1099-B to report the sale on your tax return and we’ll prompt you for the rest. Have your Form 3922 handy because you’ll need information from there to adjust your basis to properly report the gain or loss.

If you merely purchased (but didn't sell) ESPP shares, there's nothing to report.

Found what you need?

Already have an account? Sign in

(4.6/5 | 323,970 reviews)

TurboTax flag icon

Unlock tailored help options in your account

Person smiling while representing TurboTax

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Intuit Logo
TurboTax LogoCreditKarma LogoQuickBooks LogoMailChimp Logo

©1997-2025 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.