Tax Center: ESPP Basics

ESPPs 101: Taxation Made Simple (Part 2) This is premium content

The myStockOptions Editorial Team
To maximize the opportunity of ESPP participation you must understand the tax impact. This article explains the tax treatment that applies when you meet the ESPP holding-period requirement, along with the taxation of nonqualified ESPPs, some ESPP tax-planning concepts, and the tax calculation using Form 3922.
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