@MarilynG1 , thanks for the response, I have some more questions.
After reading the article, I understand that the discount portion is always taxed as ordinary income, regardless of whether it is a Disqualifying or Qualifying Disposition. To me, both examples seem the same when discussing the discount portion. For capital gains, it follows the regular stock behavior. Am I right?
I also have another question: When should I add the discounted portion to my ordinary income if I decide to hold Employee Stock for, let's say, 10 years?
- When I sell in 10 years?
- At the moment it becomes Qualifying?
