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April 2, 2024
Question

Enter different restricted stock lots on 2023 TurboTax

  • April 2, 2024
  • 1 reply
  • 0 views
How to enter restricted stock lots on TurboTax 2023 to populate form 8949?  It appears that TurboTax changed from ‘22 to ‘23?

1 reply

DaveF1006
April 10, 2024

If this is a sale of section 1244 restricted stock, please read and implement the steps given in this helpful Turbo Tax article.  In the article ,it mentions how to enter this information in both the online and desktop version of Turbo Tax.  

 

Once entered, the information should populate on a 8949 if entered correctly.

 

 

 

 

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