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posted Jun 4, 2019 3:42:49 PM

I sold stock from an ESPP in 2017 after the stock split. The 3922 form I have from 2015 doesn't match the qty sold. How do I report the difference in qty?

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1 Best answer
Level 13
Jun 4, 2019 3:42:50 PM

If you're going to use the ESPP step by step process then simply "translate" all the "per share" figures by the split ratio and increase the # of shares transferred to the post-split figure.  So if the stock split 4 for 1 all the per share figures get divided by 4 and the # of shares gets multiplied by 4.

Tom Young

1 Replies
Level 13
Jun 4, 2019 3:42:50 PM

If you're going to use the ESPP step by step process then simply "translate" all the "per share" figures by the split ratio and increase the # of shares transferred to the post-split figure.  So if the stock split 4 for 1 all the per share figures get divided by 4 and the # of shares gets multiplied by 4.

Tom Young