Search
Go to the myStockOptions.com homepageTrack your stock options, restricted stock, and SARsCalculators and modeling toolsBookmark your favorite contentView and manage your client list
Tax Center Global Tax Newsletter Glossary Discussion About MSO Home Sign In Register

ESPPs: Rules




Print this FAQ
What is an "offering date" or "enrollment date"?
These terms can have different meanings at different companies. To participate in your ESPP, you need to enroll. Depending on your company's procedures, you do this in a printed form or on a website.

The enrollment date can be either the first day of the enrollment period or the enrollment deadline, depending on how your company (or outside stock plan provider) uses the term. The enrollment date can also be called the grant date. The maximum number of shares you purchase needs to be fixed by this date to avoid potential problems. The offering date is the first day of the offering period, which can also be the enrollment deadline.

Prior FAQ in list Return to list Next FAQ in list
   ESPPs   
Basics   
Rules   
Advanced   
Taxes   
Taxes Advanced   

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.