Reporting Deadlines Approaching for Incentive Stock Option and Employee Stock Purchase Plans

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Under Section 6039 of the Internal Revenue Code, corporations are required to furnish statements to current and former employees who exercised an incentive stock option in 2013 or first transferred legal title to shares acquired as part of the corporation’s 423 employee stock purchase plan in 2012. These statements must be furnished on Forms 3921 and 3922 no later than January 31, 2014.

Corporations must all also file returns with the IRS on Forms 3921 and 3922 no later than February 28, 2014.

Form 3921 is for ISO exercises and provides the following information:

  • The name, address and employer …read more

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