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#1
03-02-2009, 05:02 AM
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 Re: ESPP Purchace Date/Cost/Basis <bwilde[at]gmail.com> wrote: - quote - > This past year, I participated in my company's ESPP every quarter.
You made a disqualifying disposition of ESPP stock. There is> Towards the end of 2008, I sold all of the stock that I'd bought > during each quarter. Now that it's time to fill out my short-term > capital gains forms, I'm having trouble figuring out what to put for > my purchase date, and cost/basis because I'd been making purchases (at > different prices, obviously) throughout the year, since my stock sale > is listed on a single row despite the fact that it represents multiple > purchases. some information on the Fairmark site here: http://www.fairmark.com/execcomp/espp/dispositions.htm Steve -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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03-02-2009, 03:10 AM
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| Re: ESPP Purchace Date/Cost/Basis <bwilde[at]gmail.com> wrote: - quote - > This past year, I participated in my company's ESPP every quarter.
See the Schedule D instructions. You use "various" as the purchase date and> Towards the end of 2008, I sold all of the stock that I'd bought > during each quarter. Now that it's time to fill out my short-term > capital gains forms, I'm having trouble figuring out what to put for > my purchase date, and cost/basis because I'd been making purchases (at > different prices, obviously) throughout the year, since my stock sale > is listed on a single row despite the fact that it represents multiple > purchases. add up your investments. If there was a bargain element taxed as wages you add that amount to the amount you actually paid. -- Phil Marti Clarksburg, MD -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#-1
03-02-2009, 01:56 AM
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| ESPP Purchace Date/Cost/Basis Hello, This past year, I participated in my company's ESPP every quarter. Towards the end of 2008, I sold all of the stock that I'd bought during each quarter. Now that it's time to fill out my short-term capital gains forms, I'm having trouble figuring out what to put for my purchase date, and cost/basis because I'd been making purchases (at different prices, obviously) throughout the year, since my stock sale is listed on a single row despite the fact that it represents multiple purchases. Any help here would be extremely useful. (Sorry if this is a dumb question...) Thanks, Ben -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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