itonewbie
Level 15
12-06-2019
06:07 PM
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Not until it is disposed of. What your client has is probably ESPP or ISO. In order for the preferential capital gain tax treatment to apply, the stocks acquired must not be sold (in what is called a disqualifying disposition) 2 years from the date of grant or 1 year from the date of exercise, whichever is later.
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Still an AllStar
Still an AllStar