Re:What I wish I knew about ESPP and RSUs sooner (2024, USA,...
by wombat-man on Monday March 18, 2024 @08:47AM
(#39743611)
The cost basis thing was always more of a problem for me with ESPP. However TurboTax imported the sale data the cost basis would be 0. For some reason it always took me 2 or 3 tries to find where to put in that info in TurboTax.
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Re:What I wish I knew about ESPP and RSUs sooner (2024, USA,...
by nlawalker on Monday March 18, 2024 @12:06PM
(#39746324)
Yes, I have always had the same problem with ESPP lots with TaxAct, importing data from Fidelity. Fidelity reports a non-zero but incorrect cost basis, but for some reason the importer doesn't like those line items and imports them as zero.
I've never had a problem with cost bases for RSUs, they get imported just fine.