Get the free Form 3922 (Rev. October 2010) - Cost Basis

CORRECTED CORPORATION S name, street address, city, state, and ZIP code 1 Date option granted OMB No. 1545-2129 Form 3922 2 Date option exercised (Rev. October 2010) CORPORATION S federal identification

How to fill out form 3922 rev october

How to fill out Form 3922 rev October:

1. Gather necessary information: Before starting to fill out Form 3922, make sure you have all the required information at hand. This includes the employee's name, address, social security number, employer's identification number, exercise price per share, number of shares transferred, grant date, and the fair market value of the stock on the exercise date.
2. Understand the purpose of the form: Form 3922 is specifically used to report the transfer of stock under an employee stock purchase plan (ESPP). It is filed by the employer to report information about the stock transfer to both the employee and the IRS.
3. Complete the employee information section: Begin by entering the employee's name, address, and social security number in the designated fields. Ensure accuracy and double-check for any typos or errors.
4. Provide employer information: Next, enter the employer's identification number (EIN) and the employer's name and address in the corresponding fields. Make sure all the information is up-to-date and accurate.
5. Enter details about the stock transfer: In this section, you will need to provide specific details about the stock transfer. This includes the grant date, exercise date, exercise price per share, and the fair market value of the stock on the exercise date. These details should be readily available from the documentation related to the stock transfer.
6. Calculate the compensation income: Based on the information provided in step 5, you will need to calculate the compensation income. This is the difference between the fair market value of the stock on the exercise date and the exercise price per share.
7. Complete the remaining sections: There may be additional sections on the form that require information specific to your situation. Ensure you carefully review the form and fill out any required sections accurately.

Who needs Form 3922 rev October:

1. Employees participating in an employee stock purchase plan (ESPP): Form 3922 is primarily intended for employees who have purchased company stock through an ESPP. It is a crucial document for them to understand the tax implications of their stock transfers.
2. Employers offering an ESPP: Employers who offer an employee stock purchase plan are responsible for providing Form 3922 to their employees. They must file this form with the IRS and provide a copy to the employee for tax reporting purposes.
3. IRS: The Internal Revenue Service requires employers to file Form 3922 to report stock transfers under ESPPs. This information helps the IRS ensure compliance with tax laws and regulations.

It is important to consult with a tax professional or refer to the instructions provided with the form for specific requirements and guidelines when filling out Form 3922 rev October.

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What is form 3922 rev october?

Form 3922 rev october is a form used to report transfers of stock acquired through an employee stock purchase plan (ESPP).

Who is required to file form 3922 rev october?

Employers are required to file form 3922 rev october for employees who have acquired stock through an ESPP.

How to fill out form 3922 rev october?

Form 3922 rev october should be filled out with the employee's information, details of the stock purchase, and any relevant dates. It is important to review the instructions provided with the form carefully.

What is the purpose of form 3922 rev october?

The purpose of form 3922 rev october is to report stock transfers acquired through an ESPP to the IRS and the employee.

What information must be reported on form 3922 rev october?

Form 3922 rev october requires information such as the employee's name, address, social security number, details of the stock purchase, exercise price, and purchase date.