Selling ESPP shares after transfer out of stock plan

I am transferring ESPP shares out of my stock plan into a regular brokerage account. Once I sell them, how does tax reporting work? When ESPP shares are sold while still inside the stock plan, E*Trade does all the accounting and reporting correctly (part that is considered ordinary income vs. capital gain, etc). But when the shares are transferred out, the discount amount and other cost basis info is lost (although I have saved all documents). Will I still get a W-2 from my employer for the part that is subject to ordinary income tax? Do I have to report it myself? Has anybody done this and can share how they went about correctly filing their taxes? E*Trade customer service was not very useful except for saying that all the cost basis info is lost during the asset transfer and that I’d have to do the tax calculations myself. EDIT: I found this step-by-step guide by E*TRADE that explains how to report ordinary income and capital gain on the federal tax forms -- but it still assumes you get a Stock Plan Transaction Summary at the end of the year, which would only happen if the ESPP shares are sold from inside the Stock Plan account, and not from a regular retail-side brokerage account: https://content.etrade.com/etrade/optionslink/espptax.pdf So you'd need to do this ordinary income calculation yourself. Still useful though! #personalfinance #espp #taxes