JWM
Level 3
12-07-2019
07:35 AM
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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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itonewbie
Level 15
12-07-2019
07:35 AM
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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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