Adjusted Cost Basis for ESPP

[sayitaintso2024]

What makes up the adjusted cost basis for a sale of ESPP stock?

Is it the purchase price + dividends + company match (which was already taxed as regular income)?

[SharonD007]

No. The adjusted basis for ESPP is the actual price you paid per share (the discount price) times the number of shares, plus the amount reported as compensation (added into your wages).

Refer to the TurboTax Help article Employee Stock Purchase Plans (Situation #1) for additional information.

[sayitaintso2024]

So simply put it would be the actual price I paid per share plus any compensation that was reported on the W2 (which in my case would include divedends and the company match).

Thank you very much!