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Greetings,

I have a form 3922 (transfer of stock acquired through employee stock purchase plan). I don't recall ever getting one of these before. I've read what it is, but at no time is Turbo Tax asking for the data on this form. What did I miss? I'm sure it's an oversight on my part, not Turbo Tax's.

TIA,
1poorguy
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I have a form 3922 (transfer of stock acquired through employee stock purchase plan). I don't recall ever getting one of these before. I've read what it is, but at no time is Turbo Tax asking for the data on this form. What did I miss?

My money is on the information on the back, which tells you that the form doesn't affect your return.

Phil
Rule Your Retirement Home Fool
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Thanks, Phil. There is no information on the back. It's blank. The front says that "no income is recognized when you exercise an option..." yada yada. Which I already knew.

Anyway, thanks again. I feel better knowing I didn't miss something.

1poorguy
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Happy Fooliversary 1pg,

Phil is always right so relax and enjoy your day :)

Rich
Arizona
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You don't need that information until you sell the stock you acquired through the ESPP which is shown on that form.

I have no idea if TT will start asking about that form when you sell. But keep it in your files, as it documents your cost basis for the stock.

--Peter
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Stockmover said:

"Phil is always right so relax and enjoy your day :)"

Well not always. Once he thought he was wrong but found out he was just mistaken.

Dusty
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