# Espp Stock Sale Entry Freetaxusa

> Workflow for entering ESPP stock sales in FreeTaxUSA with unknown acquisition dates and basis adjustments

- Skill: `vamseeachanta/espp-stock-sale-entry-freetaxusa` (Agent Skill)
- Install (CLI): `npx skillmds@latest add vamseeachanta/espp-stock-sale-entry-freetaxusa`
- Raw SKILL.md: https://api.skillmd.com/api/skills/vamseeachanta/espp-stock-sale-entry-freetaxusa/raw
- Safety review: PASS (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Productivity
- Author: vamseeachanta (https://skillmd.com/u/vamseeachanta)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/vamseeachanta/espp-stock-sale-entry-freetaxusa

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# 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.
