Microsoft ESPP Fidelity
Hi, I recently joined and just enrolled in ESPP. do you set your taxable account to transfer ESPP after selling? I'm not very familiar with this. Thanks π
EY thanks@ Dec 23, 2021
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Microsoft π Plz π OP Dec 23, 2021
Did u just join?
Microsoft magnusvonm Dec 24, 2021
It will automatically transfer the shares at the end if the quarter. At that point you can sell or hold. Personally, I hold but if you do sell them and do your own taxes it's a little weird so make sure you account for the ESPP discount basis. Check the invclub DL for more help
Microsoft π Plz π OP Dec 25, 2021
Do i need to create a fidelity account for espp? I already see Microsoft espp in my fidelity account.
CAn i get a referral