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bagilli7
April 14, 2025
Question

I sold stock that was purchased as an employee..I am now retired..how to report?

  • April 14, 2025
  • 1 reply
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    DavidD66
    April 14, 2025

    It depends.  There are multiple types of company stock plans:  Employee Stock Purchase Plan (ESPP), Restricted Stock (RS) & Restricted Stock Units (RSUs), Non-Qualified Stock Options (NQSO) and incentive Stock Options.  They are have unique characteristics that impact how you report the sale.  Do you know what type of plan you purchased them through?

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