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SAMPLE ESPP SHARE TRANSFER INFORMATION STATEMENT

SAMPLE ESPP SHARE TRANSFER INFORMATION STATEMENT 2025

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The document is a SAMPLE ESPP SHARE TRANSFER INFORMATION STATEMENT that complies with Section 6039 of the Internal Revenue Code. It provides details regarding the transfer of shares acquired through the Company's Employee Stock Purchase Plan, including information about the employee, share transfer dates, purchase prices, and fair market values for tax purposes.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the 2 year rule for ESPP?

The sale must be more than one year from the purchase date (the date when your employer purchased the shares for you); and. The sale must be more than two years from the grant date (the first day your employer allows you to start ESPP contributions from your paycheck). Its also known as the offering date.

Do you get taxed twice on ESPP?

Whats not-so-nice is that the taxes you pay when you sell ESPPs are complicated. Assuming you sell your ESPP shares for gain, your gain will usually be composed of two portions that get taxed at different rates: One portion will be taxed at ordinary income tax rates. One portion will be taxed as capital gains.

How to report transfer of stock acquired through an employee stock purchase plan?

How do I report my 3922 Form (Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c))? IRS Form 3922 is for informational purposes only and isnt entered into your return. Keep the form for your records because youll need the information when you sell, assign, or transfer the stock.

Do I get a 1099 for ESPP?

Form 3922 Form 3922 has details about your ESPP purchase that will help you report the income from your sales of ESPP stock. This form is provided by your employer. Form 1099-B This IRS form has details about your stock sale and helps you calculate any capital gain/loss.

Can ESPP shares be transferred?

A: Yes, there is a transaction cost to sell/transfer your shares.

Do you get a 1099-B for ESPP?

You will receive a Form 1099-B in the year you sell the stock units. This form will be used to report any capital gain or loss resulting from this transaction on your tax return. You should review the cost basis amount on Form 1099-B and compare it to the adjusted cost basis amount in your investment records.

What taxes do you pay on ESPP?

When you buy stock under an employee stock purchase plan (ESPP), the income isnt taxable at the time you buy it. Youll recognize the income and pay tax on it when you sell the stock. When you sell the stock, the income can be either ordinary or capital gain.

How do you report ESPP on your tax return?

Your employer will typically include ESPP income in box 1 of your W-2. However, your employer is not required to report ESPP income on your W-2. If its not included, youre responsible for reporting the income on Form 1040 as ordinary income.

SAMPLE ESPP SHARE TRANSFER INFORMATION STATEMENT 2025

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