ESPP disposition analyzer
Compare a qualifying and disqualifying disposition using entered purchase, grant, and sale facts.
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Results update as you change the inputs.
Illustrative ESPP ordinary-income component$0
- Total sale proceeds
- $125,000
- Illustrative ordinary component
- $0
- Illustrative capital-gain component
- $45,000
- Broker basis difference to review
- $0
Disposition dates determine qualifying status and tax character. Reconcile Form 3922, payroll, brokerage basis, and Form 8949.
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Bring the assumptions, your records and the result to a tax professional before acting on a material tax or retirement decision.