You might get a better response if you post this question in
the TurboTax User Forums.

http://forums.turbotax.com

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >

Turbo tax has these two different investment options:

- Employee Stock Purchase
- Sales of Stocks, Mutual Funds, Other Investments

I have several sales in 2005 of ESPP shares I bought in
previous years (call this group1).

I also have 2 sales in 2005 that were bought in 2005 (call
this group2).

My problems come when I try to enter it all (group1 and
group2) into the Employee Stock Purchase section. Since
group1 was transfered to a different broker, sold and not
reported to my company, Turbotax does not have all the info
it needs for the Check your W-2 screen. The options are
total qualifying, total non-qualifying, both or none. Since
group1 was not reported, then none of the choices show the
actual amount that was reported on my W-2 in 2005.

Is it ok for me to split them apart and put group1 under
the Sales of Stocks section and the group2 under the ESPP
section? Or how should I handle this?

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >