DianeW777
Expert Alumni

Investors & landlords

Yes, enter zero in the exercise price per share, and market price on date options were exercised (as long as it comes out to the 2% amount you received in 2022).  You should have a purchase date of 2020 and a sale date of 2022 because capital gain treatment seems appropriate in this situation when you didn't actually have access to the 2% funds until now.

 

If you enter 2022 as the sales date and purchase date, you will receive ordinary gain treatment on your tax return.

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