Nicholas Pension Consultants
Compensation Strategies Group, Ltd.
Nova 401(k) Associates
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|Tax-Return Errors to Avoid with Employee Stock Purchase Plans|
Bruce Brumberg, JD, via Forbes; subscription may be required
Mar. 24, 2021
" Paying tax too early on the discount....  Not filing Form 8949 after an immediate sale of ESPP shares at purchase....  Directly using what appears as the cost basis on your Form 1099-B....  Paying the wrong tax on the discount....  Using the wrong price when there is no lookback....  Paying tax twice on the discount."
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