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Level 1
April 9, 2026
Question

If I purchased stock through an employee purchase plan over 40 years ago for a company I no longer work for, then sold it this year. How do I claim it

  • April 9, 2026
  • 1 reply
  • 34 views
Stock purchased as EPPS years ago that no longer work for. Sold stock. How do I claim it

1 reply

Level 6
April 9, 2026

You should've received a 1099-B or a 1099-COMP from the brokerage company where the stock is being held‌.  You will use that form to report the sale on your tax return.

 

Here are a few links that further explain how a sale of stock purchased through a ESPP is treated on your return: