Employee Stock Purchase Plans

These pages deal with employee stock purchase plans, also known as ESPP.

Overview of Employee Stock Purchase Plans (ESPPs)
A good way to acquire stock in your company.

Buying Shares Through an Employee Stock Purchase Plan (ESPP)
Pay no tax at this time.

Dispositions of ESPP Stock
Selling shares, or even giving them away, can trigger tax liability.

Tax Reporting for Disqualifying Dispositions of ESPP Shares
Reporting compensation income and capital gain or loss for a disqualifying disposition of ESPP shares.

Tax Reporting for Qualifying Dispositions of ESPP Shares
Reporting compensation income and capital gain or loss for a qualifying disposition of ESPP shares.

Flipping ESPP Shares
Good economics but not a good idea.

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