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ISO and ESPP Reporting and Disclosure Requirements for Employers
Hanson Bridgett LLP 
[Guidance Overview] Jan. 30, 2020 "[A]ll corporations whose employees or former employees exercised an incentive stock option (ISO) or made a purchase under the corporation's employee stock purchase plan (ESPP) in 2019 ... must furnish an information statement on Form 3921 (ISO) or Form 3922 (ESPP), as applicable, to each employee (or former employee) by January 31, 2020. You must also file information returns with the [IRS] by February 28, 2020, if filing on paper, or March 31, 2020, if filing electronically." MORE >> |
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