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S
stw146
June 4, 2019
Question

I sold 140 shares of espp stock with 51 acquisition dates and prices do I have to enter each lot separately or can I do them as a block. they are all long term gains.

  • June 4, 2019
  • 3 replies
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3 replies

T
TomYoung
Employee
June 4, 2019
Being all long term gains doesn't mean that you can simply enter them as a block.  There's another distinction to be made between "Qualified" and "NonQualified" dispositions which may affect how you do your reporting.
M
mglauner
June 4, 2019

Duplicate removed.

M
mglauner
June 4, 2019

You can enter them as a block, with an Acquired Date of 'Various' and the actual Sale Date.

You may need to calculate a Cost Basis and Sales Price that will give you the correct amount of Total Gain/Loss.

Here's some additional helpful information:

https://turbotax.intuit.com/tax-tips/investments-and-taxes/employee-stock-purchase-plans/L8NgMFpFX

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