Stock Compensation on 1040 - ESPP, RSU, ISO & NQSO

[kdwaite]

Please add the following that are missing from PTO, but included in ProSeries:

• "Employer Stock Transaction Worksheet"
• "Summary of Compensation Income From Employer Stock Transactions"
• "Exercise of Stock Options Worksheet"

I have over 40 clients with stock compensation and I just found out that PTO does not have these worksheets.  This is extremely disappointing since I was looking forward to moving to PTO from ProSeries and I was going to begin using Intuit Practice Management because it integrates with PTO and NOT with ProSeries (even though they want you to think it does).  However, I will be using ProSeries (grudgingly) one more year and will likely move to a competitor next season that has a cloud-based tax software offering with these worksheets...or something similar.

[Anonymous]

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.