6039 Reporting: Filing Forms 3921 and 3922
Your Step-by-Step Guide to Accurate Form Prep
Preparing Form 3921 and Form 3922 filings? Under Section 6039 of the Internal Revenue Code, employers must file returns with the IRS for employees who have exercised incentive stock options during the year or transferred shares acquired pursuant to a Section 423 qualified employee stock purchase plan.
This course is ideal for those wanting to gain an in-depth insight into the mechanics of preparing the filings on Form 3921 (ISOs) and Form 3922 (ESPPs) that are necessary to fulfill this requirement.
Quick hits of essential knowledge and skills
Understand the importance of Section 6039 reporting and why it's crucial for employers and employees.
Time: 10 minutes
Explore deadlines, information required for reporting, and the submission of Section 6039 reporting. Learn how to avoid the penalties associated with late or incorrect filings.
Time: 15 minutes
Uncover your step-by-step guide to preparing Form 3921. Learn the process and information required to complete your filing correctly.
Time: 30 minutes
Uncover your step-by-step guide to preparing Form 3922. Learn the process and information required to complete your filing correctly.
Time: 30 minutes
Faculty
Jason Mann, CEP, Director of Content, National Association of Stock Plan Professionals
Enrollment Rates
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Continuing Education
Certified Equity Professionals (CEPs) can earn continuing education credits for session recordings.
Maximum Credit: 1 credit
Additional Requirements: Attendees must keep their own records of their attendance, including the specific sessions they attended, so they can report this information to the CEP Institute when required.
Please contact naspp@naspp.com with any comments and concerns about the course.