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#1
03-05-2004, 06:37 PM
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 Re: ESPP Sale mrwes[at]att.net (MrWES) wrote: - quote - > My wife sold some of her ESPP in 2003. As I understand it, I
Well, I just got off the phone with a Quicken engineer> need to enter each stock lot into TurboTax to compute > whether or not it's qualifying or disqualifying based on the > grant date (two years) and purchase date (one year). We > definitely have some capital loss on these transactions, but > there are ~200 of them since she started contributing. Do I > need to log each one indivdually, or is there an easier way? > It doesn't appear I can import that information as I did my > schedule D for regular stocks. > Any on line links would be helpful. (after being on hold long enough to play 9 Freecell games). They have confirmed that ESPP information does not download into turbotax from quicken. Their solution: enter it manually. :-( Dave << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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03-05-2004, 06:18 PM
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| Re: ESPP Sale mrwes[at]att.net (MrWES) wrote: - quote - > My wife sold some of her ESPP in 2003. As I understand it, I
I'm in a similar boat. I contacted the TurboTax folks and> need to enter each stock lot into TurboTax to compute > whether or not it's qualifying or disqualifying based on the > grant date (two years) and purchase date (one year). We > definitely have some capital loss on these transactions, but > there are ~200 of them since she started contributing. Do I > need to log each one indivdually, or is there an easier way? > It doesn't appear I can import that information as I did my > schedule D for regular stocks. ther answer was "It should work" and then pointed the finger at the Quicken side of the house. No other information given at all. Nothing like products that work together. :-( There's not a whole lot of help information that I could find, but I believe that you need to make sure that the ESPP shares are of type "ESPP" in quicken. If you entered the transactions as "ESPP shares bought/sold", then it should have enough information to transfer properly. However, I haven't gotten it to work yet. It keeps loading into the regular schedule D capital gains section. Sorry I don't have a solution. Dave << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#-1
02-17-2004, 01:16 AM
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| ESPP Sale My wife sold some of her ESPP in 2003. As I understand it, I need to enter each stock lot into TurboTax to compute whether or not it's qualifying or disqualifying based on the grant date (two years) and purchase date (one year). We definitely have some capital loss on these transactions, but there are ~200 of them since she started contributing. Do I need to log each one indivdually, or is there an easier way? It doesn't appear I can import that information as I did my schedule D for regular stocks. Any on line links would be helpful. Bill << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
| Tags |
| espp, sale |
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