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Research Center : Sample Document

Jan 12,2021 | NASPP

ISO/ESPP Flow Charts: Section 6039 Flow Charts

This presentation are a set of example sample flow charts that explain how employees should use the information in Forms 3921 and 3922 to report ISO and ESPP transactions on their tax returns. There are separate flow charts for situations where the 1099 reporting is unknown, is known to be net of fees, and is known to not be net of fees.

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