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March 24, 2025
Question

Do I have to report information from form 3922?

  • March 24, 2025
  • 1 reply
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I received share transfers from my employer in May and Nov and they are reported on form 3922. I have not done anything with those shares, like sell them or anything. I just need to know how (of if) I record this on my taxes.

    1 reply

    JohnB5677
    March 24, 2025

    Yes you should report form 3922.

    There will not be any tax due, but it should be reported.

     

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    6. It will ask about an ESOP plan
    7. [x] I neither bought nor sold the ESPPs this year
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