Workflow for entering ESPP stock sales in FreeTaxUSA with unknown acquisition dates and basis adjustments
Scanned 9/9/2026
Install to Claude Code
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---
name: espp-stock-sale-entry-freetaxusa
description: Workflow for entering ESPP stock sales in FreeTaxUSA with unknown acquisition dates and basis adjustments
version: 1.0.0
source: auto-extracted
extracted: 2026-04-13
metadata:
tags: ["tax", "espp", "stock-sales", "freetaxusa", "basis-reporting"]
---
# ESPP Stock Sale Entry in FreeTaxUSA
When entering ESPP sales with unknown acquisition dates: (1) Select "Yes" to ESPP question to trigger ESPP-specific flow; (2) Choose "No" for known acquisition date, then select "Various Dates Acquired - One Year or Less" (short-term conservative default); (3) Enter sale proceeds and date; (4) Set cost basis to $0 if no supplemental statement available and W-2 Box 14 shows $0 ESPP income; (5) Select "No" for basis reported unless Box 12 is checked on 1099-B. This preserves the full gain for reporting and avoids understating tax liability.Is this your skill, or is something wrong with this listing? Request removal or report an issue. Author removals are honored within 72 hours.
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