What Happens to My Espp When My Company Is Acquired?

Take a look at a detailed examination about What Happens to My Espp When My Company Is Acquired.

In 2015, you received a 1099-B from your broker showing a sales proceed of $9,900. The 1099-B shows the cost basis as $8,500, which reflects your discounted purchase price. Because you didn’t hold it for two years after the grant date and one year after the purchase date, your sale was a “disqualifying disposition.”

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Sarah Jenkins

Sarah Jenkins

Sarah Jenkins is a veteran tech journalist with over 12 years of experience covering artificial intelligence, mobile innovations, and digital ethics. Her insights have appeared in leading technology publications worldwide.

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