RobertG
Expert Alumni

Get your taxes done using TurboTax

You really need the 3922 to get this right. 

 

Without it, you may end up paying more or less tax than you should.  You should be able to get the 3922 from your broker or Human Resources department.

 

The grant date is usually the first day of the offering period. This is sometimes called the enrollment date. For numerous reasons, the grant date is important in ESPPs that are tax-qualified under Section 423, as it: starts the clock for tax purposes.  

 

So you need to know the grant date. The IRS does, your employer sent them a copy.

 

 

 

 

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