Really easy ESPP question

[joanmcq]

Most people do non-quals as 'cashless' sales which is a same day exercise and sell. They are actually pretty easy once you get the hang of them. I created a spreadsheet to auto-calc them. Usually (but not always) you have a loss for the amount of commissions paid at sale. Occasionally you'll find a stock where the price used to calculate the ordinary income portion is different than the actual sale price (different times of day on a volitile stock), and there will be a gain or a bigger loss, but this is pretty rare.

[BP.]

Most people do non-quals as 'cashless' sales which is a same day exercise and sell.

Yes, most do. They are not always the toughies. It is getting the client to bring in all the docs relating to the transaction, and it is not always certain just what is included in the W-2 as regular compensation. They tend to ignore the 1099-B for some reason. They get scared at that big "proceeds" figure, think they have already covered the transaction via payroll, and . . . well, you know how it goes.