DaveF1006
Expert Alumni

Retirement tax questions

According to this link, you meet the holding period requirement if you don't sell the stock until the end of the later of:

  • The 1-year period after the stock was transferred to you, or
  • The 2-year period after the option was granted.

Since the stock got converted to Class A on 12/02/2019 and then sold in April 2020, I would treat this as short term. It does say in the link however that you should have received a 3922 from your employer when the employer has recorded the first transfer of legal title of stock you acquired pursuant to your exercise of the option. This may determine the Holding period that may be favorable to you.

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