l**********9
发帖数: 537 | 1 去年10月以15%discount买的，买的时候按照购买日fare market value * 85%买入，然
后今年1月份卖出这些股票再赚了一些。
现在报2011年的税需要将去年15%的优惠作为收入吗？同事说需要放在明年报税来报,但是收到了form 3922.
有谁知道吗？谢谢了 | r****a
发帖数: 3249 | 2 只有卖股票才会有税的问题。 你应该明年来报。
http://turbotax.intuit.com/tax-tools/tax-tips/Investments-and-T
但是收到了form 3922.
【在 l**********9 的大作中提到】
: 去年10月以15%discount买的，买的时候按照购买日fare market value * 85%买入，然
: 后今年1月份卖出这些股票再赚了一些。
: 现在报2011年的税需要将去年15%的优惠作为收入吗？同事说需要放在明年报税来报,但是收到了form 3922.
: 有谁知道吗？谢谢了
| c**********0
发帖数: 624 | 3 This is a stock option, you need to check whether it's a qualified
or not by your holding period.
The stock must be held for at least two years from the grant date and for at least one year from the exercise date to receive preferential tax treatment.
Mostly you do not hold more than one year after the exercise date, it should
be non-qualified. You need to realize the gain when you buy it at 15%
discount.
Even if the holding requirement is met, if an option under and ESPP is granted at a price lower than the stock's FMV, the taxpayer must recognize ordinary income on sale up to the amount by which the stock's FMV on the grant date exceeded the otion price.
If the stock is sold at a loss, no ordinary income is recognized.
You can check IRC 422 for details. | l**********9
发帖数: 537 | 4 谢谢了.
【在 r****a 的大作中提到】
: 只有卖股票才会有税的问题。 你应该明年来报。
: http://turbotax.intuit.com/tax-tools/tax-tips/Investments-and-T
:
: 但是收到了form 3922.
| l**********9
发帖数: 537 | 5 谢谢了.
at least one year from the exercise date to receive preferential tax
treatment.
should
granted at a price lower than the stock's FMV, the taxpayer must recognize
ordinary income on sale up to the amount by which the stock's FMV on the
grant date exceeded the otion price.
【在 c**********0 的大作中提到】
: This is a stock option, you need to check whether it's a qualified
: or not by your holding period.
: The stock must be held for at least two years from the grant date and for at least one year from the exercise date to receive preferential tax treatment.
: Mostly you do not hold more than one year after the exercise date, it should
: be non-qualified. You need to realize the gain when you buy it at 15%
: discount.
: Even if the holding requirement is met, if an option under and ESPP is granted at a price lower than the stock's FMV, the taxpayer must recognize ordinary income on sale up to the amount by which the stock's FMV on the grant date exceeded the otion price.
: If the stock is sold at a loss, no ordinary income is recognized.
: You can check IRC 422 for details.
| j*******n
发帖数: 461 | 6 当时你卖股票的时候被tax withhold了多少?我的ESPP上写着大概40%的withhold,这个
40% apply to the whole amount of sale or only profit or (profit+ordinary
income)?
比如说你卖了$10000的股票,买的时候花了$7000,而当时股票的实际价值是$8000,这样
你的profit是$2000,ordinary income是$1000.如果是一年多之前买的,现在卖,卖完后
会有多少钱进银行账户呢?先不考虑明年报税的事情.
谢谢了! | j*******n
发帖数: 461 | 7 刚刚问了银行,这个tax withhold只是apply to stock option. 卖ESPP的股票不会被
withhold tax. 那个tax需要明年自己报税.
【在 j*******n 的大作中提到】
: 当时你卖股票的时候被tax withhold了多少?我的ESPP上写着大概40%的withhold,这个
: 40% apply to the whole amount of sale or only profit or (profit+ordinary
: income)?
: 比如说你卖了$10000的股票,买的时候花了$7000,而当时股票的实际价值是$8000,这样
: 你的profit是$2000,ordinary income是$1000.如果是一年多之前买的,现在卖,卖完后
: 会有多少钱进银行账户呢?先不考虑明年报税的事情.
: 谢谢了!
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