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Annual Reporting Requirements for Incentive Stock Options and Employee Stock Purchase Plans
OrrickLink to more items from this source
[Guidance Overview]
Jan. 27, 2015
"For [1] any exercise of an incentive stock option (ISO) during 2014 or [2] transfer during 2014 of a share previously purchased pursuant to a tax-qualified employee stock purchase plan (ESPP) where the purchase price paid for the share was (a) less than 100% of the fair market value on the date of grant or (b) not fixed or determinable on the date of grant, the Internal Revenue Code requires companies to: furnish, by February 2, 2015, annual information statements to the participant who exercised the ISO or transferred the ESPP share; and file, by March 2, 2015 (for paper filers) or by March 31, 2015 (for electronic filers), an information return with the IRS[.]"

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