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How is ESPP shares taxed if it's invested/exchanged into an exchange fund?
I have some good amounts of ESPP shares from a company. I know the tax consequences to sell them, and I intend to exchange these shares into an Exchange Fund. Anyone knows how is the initial discount (bargain element) received on the ESPP shares reported or tracked upon exchange into an exchange fund?
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‎January 15, 2020
11:24 AM