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ESPPs · Forms & reporting
The tax forms, the reporting, and worked examples.
Guide Start here
ESPP reporting: Form 3922, Form 8949, and the basis fix
The form your employer sends, the forms you file, and the one adjustment that keeps you from paying tax on your discount twice. A full walkthrough with a worked example and a pre-sale checklist.
Tool
ESPP return calculator
See the annualized return on your ESPP after the discount, lookback, and tax.
Tool
ESPP cost basis adjustment calculator
Work out your corrected basis so you do not pay tax on the discount twice.
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