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June 5, 2019
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I have a form 3922 transfer of stock aquired where do i enter this income

  • June 5, 2019
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If you purchased ESPP shares, your employer will send you Form 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan.

We have good news – you don't need to enter this form on your return. It's sent to you for informational purposes only.

However, hang on to your Form 3922, as you'll need it to figure your cost basis when you sell your ESPP shares down the road.


To enter ESPP transactions: 

If you sold stock that was purchased through an ESPP (Employee Stock Purchase Plan), the sale will be reported on Form 1099-B, which you should receive from your brokerage around tax time (early February is typical). Simply enter your 1099-B to report the sale on your tax return.

If you merely purchased (but did not sell) ESPP shares, there's nothing to report.

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Answer
June 5, 2019

If you purchased ESPP shares, your employer will send you Form 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan.

We have good news – you don't need to enter this form on your return. It's sent to you for informational purposes only.

However, hang on to your Form 3922, as you'll need it to figure your cost basis when you sell your ESPP shares down the road.


To enter ESPP transactions: 

If you sold stock that was purchased through an ESPP (Employee Stock Purchase Plan), the sale will be reported on Form 1099-B, which you should receive from your brokerage around tax time (early February is typical). Simply enter your 1099-B to report the sale on your tax return.

If you merely purchased (but did not sell) ESPP shares, there's nothing to report.