How to enter Employee Stock Purchase Plan in ProSeries

Forum|Forum|6 years ago
February 17, 2020
5 replies
47 views

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

ProSeries Professional

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Just-Lisa-Now-

Intuit Community Champion

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

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

M

MarianneKAuthor

Level 2

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

lbones

Level 6

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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MarianneKAuthor

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!

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