ToddL99
Expert Alumni

After you file

As long as you entered the correct "cost or other basis" when you reported these sales, it doesn't matter whether you identified the shares as coming from an ESPP or not - there is no need to amend any returns where the sales were reported.

 

Once your spouse left the company and transferred the stocks into a regular brokerage account, they are just treated as regular stock holdings. Since they were purchased at a discount through an ESPP, it is your responsibility to keep track of the actual cost.

 

 

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