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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

 
8,894 satisfied customers
Who is the IBM ESPP administrator? We are trying to change

Who is the IBM ESPP administrator? We are trying to change the ownership of our shares.JA: We find the Accountant who is best qualified to answer your question and available soon. The Accountant will know how to help. Please tell me more so we can help you best.Customer: We (our attorney and myself, the half owner of the stock) are in the process of applying for Medicaid. Husband is in nursing home so we are trying to alter the ownership from joint to sole.JA: Is there anything else important you think the Accountant should know?Customer: It is a relatively minor amount of stock, less than 100 shares.JA: I'm sending you to a secure page on JustAnswer so you can place the $5 fully refundable deposit now. While you're filling out that form, I'll tell the Accountant about your situation and connect you two.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

 
16,276 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
Ok, my wife has been part of a stock purchase plan since 2008.

ok, my wife has been part of a stock purchase plan since 2008. She used $50.00 per payday and company contribution was $7.50. Due I claim $57.50 per purchase (50 got 0.643 of a share and the 7.59 got 0.096 of a share for 0.739 share per payday. Plus how do I claim the Dividend reinvestment each quarter? Thank You.

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Lev

Retired

Bachelor's Degree Equivalent

 
24,192 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)?

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

 
3,516 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)?

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Robin D.

Vocational, Technical or Trade School

 
20,248 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)?

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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

 
20,248 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

 
20,248 satisfied customers
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