How to report stock split (2:1) in 2017 (shares doubled), for Incentive Stock options that were purchased in 2016. There was no Form 3921 for stock split

[TomYoung · Accepted solution]

You simply halve all the "per share" figures on the Form 3921 and double the share figure.  It's "as if" the stock had split 2 for 1 prior to the grant.  There's no "reporting" until there's a sale.

Tom Young

[MB5]

when these shares are sold what should be the date accounted as purchase date for all post split shares - Will it be the original purchase date or separately based on when I received each one - original shares and free shares (split ones)

[TomYoung]

All shares post split are deemed acquired on the original date.  You were not issued "new" shares, the "old" shares just split.