if stock was transferred under Employee stock purchase plan, do I need to report income?

CDB67sa — Wed, 04 Feb 2026 00:27:11 GMT

I have a form 3922

Re: if stock was transferred under Employee stock purchase plan, do I need to report income?

DawnC — Wed, 04 Feb 2026 04:04:57 GMT

If you didn't sell any Employer Stock Purchase Plan (ESPP) stock in 2025, don't enter anything from your 3922. Keep it with your tax or investment paperwork, in case you need to correct the cost basis when you later sell the shares.

Once you sell the shares, the brokerage firm that handles your ESPP should send you Form 1099-B, which reports the sale. The 1099-B gets entered into TurboTax and you can use the 3922 form if the cost basis is incorrect. But if you did not sell any shares, you won't get a 1099-B or enter the 3922 into TurboTax.

What do I do with Form 3922?

topic if stock was transferred under Employee stock purchase plan, do I need to report income? in Investors & landlords

if stock was transferred under Employee stock purchase plan, do I need to report income?

Re: if stock was transferred under Employee stock purchase plan, do I need to report income?