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Deadlines Approaching for Annual IRS Filing and Reporting Requirements for ISO Exercises and ESPP Stock Transfers
Fenwick & West LLP 
[Guidance Overview] Jan. 20, 2025 "[P]aper filers must submit completed Forms 3921 and Forms 3922 with the IRS no later than February 28, 2025, and electronic filers must do so no later than March 31, 2025.... [Y]ou must provide the employee (or former employee) the information statement no later than January 31, 2025.... The information statement and return requirements under Section 6039 are not dependent on whether the exercise or stock transfer is a qualifying or disqualifying disposition." MORE >> |
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