Hello,
I held some ESPP shares < 2 years after the grant (enrollment) date and sold it > 1 year from purchase (acquired). Is this a qualifying or disqualifying disposition? My case does not fit into either one of the definitions on my 3299. Please help!
My 3299 says:
Qualifying if you hold the shares for > 2 years from grant AND > 1 year form purchase.
Disqualifying if you hold the shares for < 2 years from grant (enrollment) OR < 1 year from purchase.
Thank you,
Gene
