Am I required to file Form 3922 to report my employees who buy company stock through the plan?
I am an employer that offers an ESPP with a 15% discount. Am I required to file Form 3922 to report my employees who buy company stock through the plan? Is my broker/dealer (plan administrator) required to report anything to participate in employees? Thanks.
My understanding is that, yes, if you offer an ESPP to your employers, Form 3922 will need to be filed. It’s definitely possible that your plan administrator may be preparing this form on your behalf, so be sure to check with them before taking any additional steps.
Hope this helps,
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