Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
GNE
Returning Member

Qualifying or disqualifying disposition of ESPP?

Hello,

I held some ESPP shares < 2 years after the grant (enrollment) date and sold it > 1 year from purchase (acquired).  Is this a qualifying or disqualifying disposition? My case does not fit into either one of the definitions on my 3299. Please help!

My 3299 says:

Qualifying if you hold the shares for > 2 years from grant AND > 1 year form purchase.

Disqualifying if you hold the shares for < 2 years from grant (enrollment) OR < 1 year from purchase.

Thank you,

Gene

1 Reply
IsabellaG
Employee Tax Expert

Qualifying or disqualifying disposition of ESPP?

It's a disqualifying disposition. If you sold the stock within two years after the offering date OR one year or less from the exercise (purchase date).

See Employee Stock Purchase Plans. Situation 2 applies to you.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.63m
Discussions

Manage cookies
v