Hello Amy
Thank you very much for your quick reply. Could you point me to a source? There isn't a lot of information out there on this situation. I found a note on an employer website (which I can't find anymore, and here (last sentence) http://www.stockoptionadvisors.com/stock/eso-faq/esppdiscount/
Although I understand the capital gain being eliminated with the stepped up basis upon death, I wouldn't be surprised if the 15% discount is still due since it is considered compensation, in which case it would make more sense that it should be included on the final W-2 rather than expecting parties to know the discount when the shares are disposed of by beneficiaries.
It it turns out there is compensation income (whether triggered by death or disposition by the beneficiaries), how do I enter the compensation income in Turbotax when it is not included in a W-2?
Again, thank you very much.
