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March 31, 2020
Question

When I started the stock section I answered no to "are any of these ESO", but the answer is yes and I don't know how to get back to that question.

  • March 31, 2020
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1 reply

March 31, 2020

You can revisit the stock sale section by following these steps:

  1. In TurboTax, open your tax return
  2. Click on Federal in the left-hand column, then on Wages & Income on top of the screen
  3. Scroll down to All Income, locate the section Investment Income and click on Show more
  4. Click Revisit next to Stocks, Mutual Funds, Bonds, Other
  5. On the next screen titled Your Investment sales summary, delete any erroneous entry by clicking on the trashcan icon next to it
  6. Then click on Add more sales. Follow the interview and you'll arrive at the screen asking you Do these sales include any employee stock?
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