Thanks for the response, Thomas. I figured it out and the discount amount has not been reported in the W2 since I converted my ESPP shares into common shares before selling. The brokerage confirmed that they only send information to my company if ESPP shares are sold. So, I don’t believe I’ll get double taxed. My plan is to not adjust the cost basis on the 1099-B and leave it as the discounted price which is after the 15% ESPP discount. Any problems with this approach?
