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New Member

Selling ESPP shares after leaving the company

I worked at an employer who offered ESPP which I participated in. I left the employer in 2013 and sold some of the stock I acquired thru ESPP in 2015. Do I need to report this sale as ESPP shares since they were purchased 2+ years ago and I no longer work at that company? Thanks!
2 Replies
Level 11

Selling ESPP shares after leaving the company

You should have received a form from your employer at the time you purchased the stock.  This form 3922 is necessary to provide you with information to determine your gain or loss and how much is possible ordinary income and how much is capital gain or loss.

If you don't have this, then you need to obtain this information from your previous employer.  The company should also have a stock plan administration web site to provide assistance.

*A reminder that posts in a forum such as this do not constitute tax advice.*
New Member

Selling ESPP shares after leaving the company

I got something called supplemental tax information, and this has the adjusted cost basis for both ESPP shares and RSU's that i owned when i was a company employee in the past. I used this to fill out the 1099-B details because this shows me the adjusted cost basis. 

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