When you sell, you will receive a 1099-B form from the broker in the following year. You bought at $8.50 per share with the discount. The closing price on the grant date six month before was $10 per share. The closing price on the purchase date was $12 per share. You bought 1,000 shares under your ESPP on 9/30/20xx. This information is very important when you sell. If you purchased multiple times, write down for each purchase: Wait until you sell, but write down the full per-share price (before the discount) when you bought. If you only bought shares but you didn’t sell during the tax year, there’s nothing to report yet. You report when you sell the shares you bought under your ESPP. Before you begin, be sure to understand when you need to report.
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