Almost. You should have:
- form 3922
- the w2 amount for the ESPP company match
Dividends are not normally part of the ESPP basis as dividends create new shares. They are reported on your w2 -but are not part of the basis of the ESPP shares. Keep the parts separate.
When you sell the dividend shares, your basis is the amount included in your w2 for those dividends. So keep that information.
Smart to double check!
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