Get the free Forms 3921 and 3922 Instructions

This document provides instructions for the exercise of an Incentive Stock Option under Section 422(b) and the transfer of stock acquired through an Employee Stock Purchase Plan under Section 423(c),

How to fill out forms 3921 and 3922

How to fill out forms 3921 and 3922

1. Obtain Forms 3921 and 3922 from the IRS website or a tax professional.
2. For Form 3921, fill out the information about the employee, including their name, address, and Social Security number.
3. Enter the details of the stock option exercise, including the date of exercise and the number of shares.
4. Complete the employer's information section with the name and EIN (Employer Identification Number) of your company.
5. For Form 3922, include the same employee information as above.
6. Document the details of the transfer of stock, including the date of transfer and fair market value of the stock at the time of transfer.
7. Review all entries for accuracy and completeness before submission.
8. Submit the forms to the IRS by the required deadline, typically by January 31st for paper forms or March 31st for electronic filing.

Who needs forms 3921 and 3922?

1. Employers who grant incentive stock options (ISOs) to their employees need Form 3921.
2. Employers who transfer stock to employees under certain plans need Form 3922.
3. Employees who exercise ISOs may also receive these forms for their tax records.

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What is forms 3921 and 3922?

Form 3921 is used to report the transfer of stock acquired through an employee stock purchase plan. Form 3922 is used to report the transfer of stock acquired through an incentive stock option plan.

Who is required to file forms 3921 and 3922?

Employers who provide stock options or stock purchased through employee stock purchase plans to their employees are required to file forms 3921 and 3922.

How to fill out forms 3921 and 3922?

To fill out forms 3921 and 3922, provide information such as the employee's name, address, identification number, and details about the stock transfer, including dates and market value.

What is the purpose of forms 3921 and 3922?

The purpose of forms 3921 and 3922 is to ensure that employees have the necessary information to report their income and taxes related to stock options and stock purchases on their tax returns.

What information must be reported on forms 3921 and 3922?

Forms 3921 and 3922 must report the employee's details, the date of transfer, number of shares, exercise price, fair market value at transfer, and any applicable adjustments.