P********d
发帖数: 566 | 1 从purchase date算起，一年后再卖，是不是税会低不少？
Thanks! | L**********y
发帖数: 499 | 2 since you buy the stock as discounted, you company put the discount part as
your earning in your w-2. you will find your income is more than your salary
when you get your w-2. But if you hold the stock for more than one year,
you can file tax return as long term investment. check your company's policy
, it should be mentioned very clearly. | P********d
发帖数: 566 | 3 Thanks:)
as
salary
policy
【在 L**********y 的大作中提到】
: since you buy the stock as discounted, you company put the discount part as
: your earning in your w-2. you will find your income is more than your salary
: when you get your w-2. But if you hold the stock for more than one year,
: you can file tax return as long term investment. check your company's policy
: , it should be mentioned very clearly.
| k**f
发帖数: 372 | 4
as
salary
policy
Correct but not complete.
You company is not obliged to report the discount on you W2 for qualified
disposition. And if you are no longer with the company, you won't get the W2
either.
The income part of ESPP tax reporting is complicated. Here is an article on
this topic:
http://turbotax.intuit.com/tax-tools/employee_stock_purchase_plans_turbotax/article
In addition, http://fairmark.com/ has some good information about tax from ESPP.
【在 L**********y 的大作中提到】
: since you buy the stock as discounted, you company put the discount part as
: your earning in your w-2. you will find your income is more than your salary
: when you get your w-2. But if you hold the stock for more than one year,
: you can file tax return as long term investment. check your company's policy
: , it should be mentioned very clearly.
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