Post #79 by onepoorguy on the Tax Strategies board

Personal Finance Topics / Tax Strategies

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We retired over the years ago. Earlier this year I sold some ESPP shares. It would be a qualifying disposition.

First, do I need to notify the company? While I worked there, they would send out forms to declare the qualifying disposition.

Second, they used to report the ESPP as w2 income. I don't remember if they charged that when we received the shares, or when we sold the shares. We had a 15% discount purchase price, too. I think it was reported as w2 income upon sale. But I have no w2 now.

Help??

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