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Recent Employee Stock Purchase questions

What are the -term vs. short-term considerations when

What are the long-term vs. short-term considerations when selling stock from an employee stock purchase plan (ESPP)?

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Robin D.

Vocational, Technical or Trade School

21,204 satisfied customers
Morgan Stanley told us that a sale that happened 12-31-2014

Morgan Stanley told us that a sale that happened 12-31-2014 would be put on 2015 taxes for IRS purposes since it was actually paid to us 1-15-2015. We kept all the forms with the checks from Jan 2015. Now trying to put it in to the 1040, we found that we didn't have the 1099 forms from them yet. So, we contacted them. They have now told us that the largest part was actually 2014, and a very small part of it was 2015. We can't get them to help us, we can't get forms, and now .. will possibly have to file an amendment and have to pay a LARGE tax bill that we thought would be now. Instead, it will be very late and with a penalty. We don't know what to do. Can you help us?

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Stephen G.

Sr Financial & Tax Consultant

Bachelor's Degree

9,016 satisfied customers
My wife received a Form 3922 from her employer. It is

My wife received a Form 3922 from her employer. It is showing that she bought 50 shares on 1/31/2015 and that the option was granted 08/01/2014. Does this need to be reported on our taxes? We didn't sell any of the stock and are still holding it.

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Lev

Retired

Bachelor's Degree Equivalent

24,192 satisfied customers
What are the -term vs. short-term considerations when

What are the long-term vs. short-term considerations when selling stock from an employee stock purchase plan (ESPP)?

Read more

emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

4,202 satisfied customers
What are the long-term vs. short-term considerations when

What are the long-term vs. short-term considerations when selling stock from an employee stock purchase plan (ESPP)?

Read more

Robin D.

Vocational, Technical or Trade School

21,204 satisfied customers
What are the long-term vs. short-term considerations when

What are the long-term vs. short-term considerations when selling stock from an employee stock purchase plan (ESPP)?

Read more

Lev

Retired

Bachelor's Degree Equivalent

24,192 satisfied customers
Tax expert Received a Form 3922 Transfer of Stock acquired

tax expert Received a Form 3922 Transfer of Stock acquired through and employee stock purchase plan under section 423 (c) Don't know how or what to report Box 1 date option granted 10/01/2014 Box 2 date option exercised 12/31/2014 box 3 fmv on grant date$52.93 box 4 fmv on exercise date $58.01 box 5 exercise price per share $44.99 box 6 no of shares 21.7766 box 7 date transferred 12/31/2014 box 8 exercise price per share determined as if the option was exercised on the date shown in box 1 $44.99 Now whatdo I do?

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Robin D.

Vocational, Technical or Trade School

21,204 satisfied customers
My client received form 3922 transfer of stock acquired through

My client received form 3922 transfer of stock acquired through an employee stock purchase under section 423? Do I have to do anything with this information

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Robin D.

Vocational, Technical or Trade School

21,204 satisfied customers
I am an employee of a PRIVATELY held company that gives a

I am an employee of a PRIVATELY held company that gives a certain number of stock options (ISOs) every year in lieu of an end of year bonus. Then company offered to buy back options from employees at the current strike price. What should I know, tax-wise, to make sure I'm as smart as possible making this transaction?For example say I have 1,000 options now valued at $20. When I first got these options, the strike price was $6. So if the company offers to buy back the options at the current strike price, I should be seeing approximately $14,000 of gain. Does this get taxed as regular income? Is there a capital gains tax as well? Do I get taxed right away, or should I set aside a certain amount, ready to pay taxes next year?

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Lev

Retired

Bachelor's Degree Equivalent

24,192 satisfied customers
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