jackf1958
Returning Member

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?