CiscoBGFu14

ESPP Tax

I am enrolled in ESPP for more than a year. Do we need to report this for 2019 tax return? Will we receive any tax form from the company to include our earning into the 2019 tax return?

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Cohesity jinkuJimba Jan 22, 2020

Usually there is sell-to-cover in espp usecases. Tax returns check your stock tax documents.

Cisco MessyCR7 Jan 22, 2020

Sell-to-cover ESPP? Did you mean RSU?

Cohesity jinkuJimba Jan 22, 2020

No, espp .. company automatically sells the shares to cover for taxes on the gain during vesting

Cisco MessyCR7 Jan 22, 2020

Did you sell your ESPP? If yes, was it a qualifying disposition? If you did not sell your ESPP stocks in 2019, nothing to file/report!