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New Member
posted Apr 12, 2021 3:44:09 PM

I never received any form 3922 from my brokerage (COMPUTERSHARE) and I'm unable to extract the necessary data from the .pdf files I got. Do I have to go to a tax consul*?

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1 Replies
Expert Alumni
Apr 13, 2021 10:19:32 AM

Form 3922 is for the Transfer of Stock Acquired Through An Employee Stock Purchase Plan.  Have you contacted your employer, or their HR department regarding this?  That should be your first step.

 

If this was not employee stock you should be looking for a Form 1099-B.