Workflow for entering ESPP stock sales in FreeTaxUSA with unknown acquisition dates and basis adjustments
40:["$","$L47",null,{"content":"\n# ESPP Stock Sale Entry in FreeTaxUSA\n\nWhen 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 $0 ESPP income; (5) Select "No" for basis reported unless Box 12 is checked on 1099-B. This preserves the full gain for reporting and avoids understating tax liability.","frontMatter":{"name":"espp-stock-sale-entry-freetaxusa","description":"Workflow for entering ESPP stock sales in FreeTaxUSA with unknown acquisition dates and basis adjustments","version":"1.0.0","source":"auto-extracted","extracted":"$D2026-04-13T00:00:00.000Z","metadata":{"tags":["tax","espp","stock-sales","freetaxusa","basis-reporting"]}}}]