Grant Employee Stock Option

Allen 305
Allen 305 Quicken Mac Subscription Member
edited October 5 in Errors and Troubleshooting (Mac)

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?

Comments

  • MontanaKarl
    MontanaKarl Quicken Mac Subscription Member, SuperUser, Mac Beta Beta
    edited September 5

    @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?

    Quicken user since 1990, MacBook Pro M2 Max on Tahoe 26.1 (and Win 11 under Parallels Desktop)

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    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.

This discussion has been closed.

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