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

Robyn0213
Level 1
 
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4 Comments 4
sjrcpa
Level 15

Isn't it on the W-2?


Ex-AllStar
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Robyn0213
Level 1

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

 

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sjrcpa
Level 15

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).


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rbynaker
Level 13

I've seen it both ways, but if it's the current employer it's usually in the W-2.  I get year-end paystubs from all of my clients with equity compensation.