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Grant Employee Stock Option

Allen 305

I connected my Fidelity brokerage account to Quicken and followed the instructions here to enter my employee stock options. However, when I reached the step to select "Grant Employee Stock Option," the option was unavailable, and the wizard did not open.

What I might be doing wrong or if there’s a step I missed?

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Comments

MontanaKarl

@Allen 305 You are posting in the Quicken Mac forum… but the instructions you reference are for Quicken Windows. What platform are you actually on?

Jon

Quicken Mac doesn't have a wizard for stock options. I've never had this come up while using modern Quicken, so I'm not sure the best way to do it that would also capture the tax liabilities.

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