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Is it possible to report stock awards in ProSeries without any corresponding stock sale?

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Level 3

Taxpayer has received stock awards and participates in ESPP with 10% discount. She provides information annually. Is it possible to enter these purchases / awards into Pro Series even if she sells none of them year by year? Or do I need to wait to enter all information until she sells some?

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Level 15

I'd just keep that on file as a carryover item in case I need them when the stocks are disposed of (but I wouldn't take the responsibility for maintaining these docs or identifying the shares subsequently sold on my client's behalf).

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Still an AllStar

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Highlighted
Level 15

I'd just keep that on file as a carryover item in case I need them when the stocks are disposed of (but I wouldn't take the responsibility for maintaining these docs or identifying the shares subsequently sold on my client's behalf).

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post

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