After you file

Hi Jyeh74,

 

As long as you have the appropriate information to state the day the shares were allocated to you or the day you paid for them or the day they were sold, you would use the following example to assist you further:

 

Acquisition Date: 12/09/2017

Shares Allocated: 14

Purchase Price: 70 Euros = $82.3004

Purchase Price Extended: $1152.21

Valuation Price: 90 Euros *

 

* Assuming the Valuation Price is amount used as the Fair Market Value on the day you exercise the shares. You would only use the Cost Basis when reporting to the IRS. The "Bargain Element" is the difference between the Grant Price and the FMV or possibly Valuation Price on the day you exercise the shares. You only report taxable income or loss when the shares are sold and not when they are exercised, if they are Incentive Stock Options.

 

Read further:

 

https://turbotax.intuit.com/tax-tips/investments-and-taxes/incentive-stock-options/L4azWgfwy

 

This is an example.

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