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How to report ordinary income of ESPP shares held by decedent
How and where do you report the 15% discount on ESPP shares held by a decedent when it is not included in their final W-2? The shares were not sold but the death triggered a qualifying disposition, and the 15% discount is supposed to be included in box 1 of their final W-2 as compensation income, reportable on their final return. I have tried the suggestions in the below thread but these all assume the shares were sold and that proceeds and cost basis need to be entered.
‎April 15, 2021
3:58 AM