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How do you handle when employer allows to buy stock at a discount (like an ESPP) but then has a vest

UnknownUnknown Member
edited October 2018 in Investing (Windows)
How do you handle when employer allows to buy stock at a discount (like an ESPP) but then has a vesting period (like an option) and may match stock at the end of the period?

Comments

  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited March 2017
    Both the marching shares and the discount would likely be treated as ordinary income. You would need to consult the plan documents provided by your company to see how and under what circumstances to ordinary income would be calculated.



    Is the vesting a requirement that you hold the purchased shares for some period before selling? Or is the vesting that you buy the shares after some set period?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • allenboyleallenboyle Member ✭✭
    edited March 2017
    Are you asking how to handle it as recording in Quicken?  Record the shares at your cost, and additional shares are at zero cost.
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited December 2016

    Are you asking how to handle it as recording in Quicken?  Record the shares at your cost, and additional shares are at zero cost.

    I don't believe that will capture the tax ramifications.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • NotACPANotACPA SuperUser, Windows Beta Beta
    edited October 2018
    You need to figure out the various tax implications of this/these transactions ... and they appear to be somewhat complicated.

    No one here can give you the tax advice that you'll need to properly record the transactions.  Talk to your HR rep, or a licensed tax specialist.  THEN, when you know what needs to be done, we can advise you on how to record it in Q.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited December 2016

    You need to figure out the various tax implications of this/these transactions ... and they appear to be somewhat complicated.

    No one here can give you the tax advice that you'll need to properly record the transactions.  Talk to your HR rep, or a licensed tax specialist.  THEN, when you know what needs to be done, we can advise you on how to record it in Q.

    Another source I find useful for researching questions like this is the Fairmark site.


    http://fairmark.com/compensation-stoc...
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
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