Hi - I thought I'd just check in with you all and let you know how my ESPP tax preparation is going. I finished up my spreadsheet last night. The hardest part was wrangling with the tax code and understanding the 2 year holding period rule. Basically, I sort the data set by the "Income Tax Per Share" and "Gain Tax Per Share" columns to determine which lots I should use for a given transaction. I sort to see the most 'Gain Tax Per Share' for charity donations. And I sort to see the least 'Income Tax Per Share' for just plain selling stock and minimizing tax.This was very confusing for me, because although I understood the tax law and the folks on the board were *extremely* helpful, it was really hard to put together a spreadsheet that was "dynamic" (eg, could be kept current easily w/ new transactions from my ESPP and could give me a snapshot of current tax planning scenarios at a drop of a hat)If anyone wants to look at my spreadsheet, just let me know how I can post it on the web..Here's a list of my headings:DateGrant DateLong / ShortESPP Holding Period MetTransaction ActivityLot NumberSharesSales Price (SP)Closing Market Price (MP)Purchase Price (PP)Purchase AmountTransaction FeeTransaction StatusTransaction DateSP>PPSP>MPMP-PPSP-PPCompensation IncomeBASISTaxable Gain Income (Loss)Income TaxGain TaxTotal TaxIncome Tax Per ShareGain Tax per ShareTotal Tax Per Share
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