Most of the companies offer ESPP stock options, which has a complicated tax
implications as well.
Example:
Grant date: 2019-01-01, Price: $100
Vest date: 2019-06-30, Price: $110
Discount price: $85. (15% discount on lower price of grand and vest date)
Sale date: 2020-07-01, Price: $120
My current option is:
2019-06-30 * "ESPP buy"
Assets:US:Hooli:EsppFund -850 USD
Assets:US:Etrade:Hooli:Espp 10 HOOL {85 USD}
2020-07-01 * "ESPP Sell"
Assets:US:Etrade:Hooli:Espp -10 HOOL {85 USD} @120 USD
Assets:US:Etrade:Brokerage 1200 USD
Income:US:Stocks:Gain -200 USD ; Long-term gain
Income:US:Hooli:Salary -150 USD ; Espp income
* Discount income tax is postponed to day of sale. Even though the income
is earned in 2019, it is only taxable in 2020. How to account for this?
* Qualifying and Disqualifying dispositions - Based on the holding period,
the difference between grand-date FMV and vest-date FMV is taxed
differently. How to account for / track this?
Any insights would be helpful.
- Michael
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