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Recent Employee Stock Purchase questions

I am a UK employee of a US company offering an Employee

I am a UK employee of a US company offering an Employee Stock Purchase Program and want to know how I will be taxed if I purchase shares at a 15% discount to fair market valueJA: The Accountant will know how to help. Please tell me more, so we can help you best.Customer: what information would be helpful to provide? I am a 40% tax payer and have no other stockJA: Is there anything else the Accountant should be aware of?Customer: Unlikely the main points are that I am a 40% tax payer, and have £0 towards my capital gains tax allowance used so far. The company I work for is US based and I am UK based

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

22,480 satisfied customers
If my company issues a ISO (qualified stock option). On the

Hi.If my company issues a ISO (qualified stock option). On the company level, how the ISO is recorded on the books? Could you please advise

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Matthew Breecher

President

MBA (Graduate Legal Studies)

360 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)?

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Lev

Retired

Bachelor's Degree Equivalent

25,432 satisfied customers
My llc received a 1099misc for shares which are restricted

my llc received a 1099misc for shares which are restricted and not vested and may not vest - how do I offset that with the 8949 formJA: The Accountant will know how to help. Please tell me more, so we can help you best.Customer: my llc received a 1099misc for shares which are restricted and not vested and may not vest - how do I offset that with the 8949 formJA: Is there anything else the Accountant should be aware of?Customer: no

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

22,480 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

Robin D.

Vocational, Technical or Trade School

25,652 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

11,186 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

25,432 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

5,920 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

25,652 satisfied customers
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