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How to enter Employee Stock Purchase Plan in ProSeries

MarianneK
Level 2

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 

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5 Replies 5
Just-Lisa-Now-
Level 15
Level 15

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


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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MarianneK
Level 2

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

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lbones
Level 4

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.

 

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MarianneK
Level 2

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!

KNRServices
Level 1

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

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