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Tracking a ESOP

ScottW

I have an ESOP with my employer. I receive shares of company stock every year and the share price changes each year. I do not pay for the shares. How do I track my shares etc. in Quicken?

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mshiggins

Assuming the cost of the shares is reported as income on your W-2, I would use a brokerage account, deposit the amount of income reported into the brokerage account, and use those funds to purchase your ESOP shares.

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