TaxBandits Knowledge Base

Which type of information is included on form 3922?

Form 3922 captures a broad range of details concerning stock transfers to employees via an Employee Stock Purchase Program (ESPP). This information encompasses the offer date and the stock's fair market value at that moment.

The corporation must also document when the employee exercised their stock purchase option, along with the fair market value at that juncture. Additionally, the form necessitates reporting the date of the official stock transfer to the employee.