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Form 3922 - Employee Stock Purchase Plan?

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    Form 3922 - Employee Stock Purchase Plan?

    Received this form along with the normal data. Not familiar with it and could use a little help.

    Line 1: 1/1/16
    Line 2: 6/30/16
    line 3: Fair Market value per share on grant data: $70.21
    Line 4: Fair market value per share on exercise date: $60.60
    Line 5: Exercise price paid per share. $51.51
    Line 6: Number of shares - 17
    Line 7: Date legal title transferred. 6/30/16

    Can someone enlighten me as to what to do?

    #2
    TTB page 6-17

    Comment


      #3
      Zeros - I see nothing that says he sold any of these ESPP shares.
      ESPPs are taxed only upon the sale.

      Was a 1099-B supplied?
      Did the W2 have any income information for ESPP?

      If so, I can send you a spreadsheet that will handle stock options.
      Just pm me your email.

      Mike

      Comment


        #4
        The 3922 will help in future years to establish basis information when the stock is sold.

        Comment


          #5
          Originally posted by mactoolsix View Post
          Zeros - I see nothing that says he sold any of these ESPP shares.
          ESPPs are taxed only upon the sale.

          Was a 1099-B supplied?
          Did the W2 have any income information for ESPP?

          If so, I can send you a spreadsheet that will handle stock options.
          Just pm me your email.

          Mike
          I would love to have a s/s that makes it easier. I get ESPP's rarely, and for some reason they always seem to confuse me, and there is currently one in my to do pile. I'll pm you my e-mail.

          Comment

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