Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How to enter Employee Stock Purchase Plan in ProSeries

Highlighted
Level 2
last updated ‎February 16, 2020 6:59 PM

Hello,   I have a client with ESPP that is included in Box 1 of her W2.   She also received a 1099B.   I'm looking for the spot to enter the ESPP.   I went to the 1099B input page and entered the information 

Labels (1)
0 Cheers
5 Replies 5
Highlighted
Level 15
Level 15
last updated ‎February 16, 2020 6:59 PM

Stock options included on the W2 in Box 12 with a Code V?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Highlighted
Level 2
last updated ‎February 16, 2020 6:59 PM

This is ESPP.  No Box 12 Code V.   Just a separate 1099B

0 Cheers
Highlighted
Level 4
last updated ‎February 16, 2020 6:59 PM

If I understand the question correctly, go to the Capital Gain (Loss) Transaction Worksheet, part 4 Employer Stock QuickZoom (Employer stock Transaction Worksheet).  Enter your required information on that worksheet.

 

0 Cheers
Highlighted
Level 2
last updated ‎February 16, 2020 6:59 PM

Thanks for your reply.   I tried what you said and something popped up to use the Employer Stock Worksheet.    That seems to have what I was looking for.   I'm giving it a try now.   It has all the different types of employee stocks like ESPP, RSUs and more.    Thanks for your help!

Highlighted
Level 1
last updated ‎February 16, 2020 6:59 PM

I am not able to find this in Proconnect, can you please guide me. Thanks

0 Cheers