espp

  • #3822440
    espp 118.***.44.238 933

    espp에 관한 질문입니다

    w2 box 14에 espp에 관한 언급이 없습니다
    그리고 payslip에도 딱히 espp가 wage에 포함 되었다는 단서가 없습니다
    그래서 세금 보고시에 ordinary income으로 넣어야 하는데
    1040 line 1에서 보고 하는 것이 맞는지요?

    또 이 금액은 federal tax와 Medicare tax, ( Social security tax는 금액 초과로 안 냄)에 영향을 미치는지요?

    • rui 17.***.221.234

      Not tax advice, but just information. Seek professional help as necessary.

      Typically appearing in box 12 with code W but the taxable event occurs when the purchase is actually made, not when the money is deducted from the paycheck. Did you stay with the company long enough to make the purchase? (assuming your company didn’t make any mistake in recording it)

      • gjf 192.***.55.58

        비슷하지만 …

        when there’s capital gain is actually made..

    • Stock-based Comp 75.***.81.186

      Form 3922