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Level 2
March 28, 2024
Question

ESPP disqualifying disposition - where do you enter the ordinary income adjustment

  • March 28, 2024
  • 1 reply
  • 5 views
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1 reply

sjrcpa
Level 15
March 28, 2024

Isn't it on the W-2?

The more I know the more I don’t know.
Robyn0213Author
Level 2
March 28, 2024

it doesn't appear to be.  The employer wouldn't know that the employee sold the stock in 2023

 

sjrcpa
Level 15
March 28, 2024

Why wouldn't they? The administrator and the employer usually communicate.

There's nothing in Box 14 of the W-2?

I'd ask the client for the pay stubs covering the sale date(s).

The more I know the more I don’t know.