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Is income from my ESPP stock sale considered earned income even if not included on W-2?
I retired in 2021 and sold ESPP stock in 2024. The sale was a qualifying disposition and the income from the discount portion was reported to me from Fidelity but was not included in a 2024 W-2. I currently have no other earned income. Can the ESPP income be considered earned income and used as the basis for a Roth IRA contribution even if it was not reported on a W2? Should i try and request an amended W2 from my former employer to be safe?
‎February 12, 2025
8:38 AM