Do I have to report information from form 3922?

[jeannep61]

I received share transfers from my employer in May and Nov and they are reported on form 3922. I have not done anything with those shares, like sell them or anything. I just need to know how (of if) I record this on my taxes.

[JohnB5677]

Yes you should report form 3922.

There will not be any tax due, but it should be reported.

 Select Tax Tools

• You may have to minimize both the Federal and State options by clicking the Down Arrows on the Sidebar.
• You will then clearly see Tax Tools
• Click the arrow to up to see additional options

1. Once you can work on Tax Tools
2. On the drop-down select Tools
3. There will be 3 or 4 green boxes
4. Select Topics Search
5. Type 3922 [GO]
6. It will ask about an ESOP plan
7. [x] I neither bought nor sold the ESPPs this year
8. Continue through the questions.