ESPP

Employee Stock Purchase Plans (ESPPs) are great — dealing with their taxes is not.

ESPP Taxes can depend on:

  • If the stock price was higher at the beginning of the offering period, or the end
  • How long you hold the stock after purchase
  • Whether you sell the stock at a gain or loss

Load your past ESPP purchases into the tool and understand your tax implications.

Upload an ESPP Lot

Add ESPP Lot

Upload Your ESPP Purchases

Upload a CSV with:

Tax Consideration Parameters

Tax Consideration Results

Grant Date Purchase Date Offer Start Price Offer End Price Purchase Price Shares Total Gain/Loss Disqualifying Disposition w/ STCG Taxes Disqualifying Disposition w/ LTCG Taxes Qualifying Disposition Actions

Sold ESPP Lots

Purchase Date Sale Date Purchase Price Sale Price Sold Shares Gains Disposition Taxes