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mdallon
New Member

What date do I use for the "acquired date" for stock options exercised before the IPO?

I exercised stock options prior to leaving a company over 10 years ago.  Their stock only went public in 2013.  I didn't sell my shares until 2016.  What date do I put for the date I acquired the stock? The date I exercised the options and purchased shares in the company? or the date of the IPO when the shares were converted into stock?
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1 Reply
maglib
Level 11

What date do I use for the "acquired date" for stock options exercised before the IPO?

https://turbotax.intuit.com/tax-tools/tax-tips/Investments-and-Taxes/Incentive-Stock-Options/INF1204...

https://turbotax.intuit.com/tax-tools/tax-tips/Investments-and-Taxes/How-to-Report-Stock-Options-on-...
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