Thank you, @GeorgeM777!
Yes, still employed, but the company got sold which is why the stock was sold. But the company name remains the same. It just no longer has stocks of its own.
Based on your definition, there are some qualifying and some non qualifying.
IF ESPP is included in W2 Box 1, is it the capital gain amount that is included? The stock sale amount that is taxable is confusing, because of the many difference in stock prices based on grant date, purchase date, etc and the 15% discount, and also because I am buying stock pre-tax money.
I don't think my company included any of the ESPP on the W2 box 1, but what I don't understand is why TT had me enter all that information and tell me that I'm saving on taxes, and THEN ask me if the amount is included in my W2, and upon saying No, it removed all those tax savings. It was such a big effort to figure that out, and turns out, it was pointless. TT should have asked me before hand whether it was included in the W2, and upon me saying no, it could have said, sorry you don't qualify for these tax savings so don't enter all that information, or even if it didn't say that, it could still have me enter the 3922 information, and as I did and increased each of the cost basis, it would then NOT have reduced my tax due amount and I'd know immediately that it is not worth entering in the ESPP information. The ESPP seemed pointless and it seemed only the 1099-B was needed, considering ESPP income was not included in W2 box 1.
