Form 3922 (Rev April 2025)-2025

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The document is Form 3922, used for reporting the transfer of stock acquired through an Employee Stock Purchase Plan under Section 423(c). It includes details such as the dates of option grant and exercise, fair market values, exercise price, number of shares transferred, and legal title transfer date. The form serves as important tax information for employees regarding stock options and their implications for tax reporting.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the corporation’s name, address, and federal identification number in the designated fields. This information is crucial for identifying the entity involved in the stock transfer.
Fill in your name and employee identification number. Ensure accuracy as this will be used for tax reporting purposes.
Complete boxes 1 and 2 with the dates when the option was granted and exercised, respectively. These dates are essential for tracking your stock options.
In boxes 3 and 4, input the fair market value per share on both grant and exercise dates. This information helps determine any potential gain or loss.
Enter the exercise price paid per share in box 5, followed by the number of shares transferred in box 6.
Finally, complete box 7 with the date legal title was transferred. If applicable, fill out box 8 regarding exercise price determination.

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Do I have to report form 3922 on my tax return?

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.

What is the deadline for filing form 3922?

If applicable, this notice is also due January 31, 2025, and is given with IRS Form 3922 (employee Copy B), with copies to the IRS by February 28, 2025, or March 31, 2025, if filed electronically.

Where do I get my form 3922?

Your employer will send you Form 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c), if you purchased ESPP stock during the tax year. If you didnt sell any ESPP stock, dont enter anything from your 3922.

Where to get tax form 2025?

Get federal tax forms for current and prior years Download them from IRS.gov. Order online and have them delivered by U.S. mail. Order by phone at 1-800-TAX-FORM (1-800-829-3676)

What is the difference between form 3921 and 3922?

In essence, Form 3921 deals with stock options exercised, while Form 3922 deals with stock purchased through an employee stock purchase plan.

form 3922 how to report

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How to file form 15397?

How to File Form 15397 for the 2024 Tax Year Enter Form Details. Choose the form type for which you need an extension and enter the required data. Review the Form. Once completed, review the draft form and make sure the information entered is correct. Download, Print Fax.

What is the deadline for investment companies to send out tax forms?

When are 1099s due? The IRS deadline for Forms 1099-R and 1099-Q to be furnished to clients is January 31, 2025, and the deadline for Consolidated 1099s (including 1999-B, 1099-DIV, 1099-INT, 1099-MISC and/or 1099-OID) is February 15, 2025, whether figures are final or not.