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Annotated diagram of Schedule DTax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.

ESPPs: Rules

What is the exercise or purchase date?

This is the last day of the offering (or purchase) period, when shares of your company's common stock are purchased with your accumulated post-tax payroll contributions. Confirm with your company and its outside stock plan service provider how soon after this date the shares will be in your account.

See a related article on all of the key dates and terms you must know before you participate in an ESPP.

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