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Tax-Return Errors to Avoid with Employee Stock Purchase Plans
Bruce Brumberg, JD, via Forbes; subscription may be requiredLink to more items from this source
Mar. 24, 2021

"[1] Paying tax too early on the discount.... [2] Not filing Form 8949 after an immediate sale of ESPP shares at purchase.... [3] Directly using what appears as the cost basis on your Form 1099-B.... [4] Paying the wrong tax on the discount.... [5] Using the wrong price when there is no lookback.... [6] Paying tax twice on the discount."

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