1099 Forms Guide & Resources

Everything you need to know about filing 1099s, W-2s, and other tax forms for your business

Overview

File Form 3922 - Transfer of Stock Acquired Through An Employee Stock Purchase Plan Under Section 423(c)

Form 3922 is used by corporations to report when an employee acquires stock through an Employee Stock Purchase Plan (ESPP) under Section 423(c). Employers must file with the IRS and provide a copy to the employee.

Our platform makes 3922 eFiling fast, accurate, and IRS-compliant.

What is Form 3922?

Form 3922 reports the transfer of stock to an employee when they exercise an ESPP option and acquire shares at a discount.

Who Must File a 3922 Form?

Corporations must file Form 3922 if:

  • An employee acquired stock through an ESPP

  • The stock was transferred during the tax year

  • The option price was less than 100% of the stock’s fair market value at grant or exercise

Information Needed to Complete a 3922

  • Corporation details: name, EIN, address

  • Employee details: name, SSN, address

  • Stock option grant date and exercise date

  • Number of shares transferred

  • Fair market value (FMV) at grant and exercise

  • Option price paid per share

How to eFile 1099-R Online Easily

  • Collect employee ISO exercise details
  • Enter corporation and employee information
  • Validate with error checks
  • File electronically with the IRS
  • Deliver copies to employees

IRS 3922 Deadlines

  • Employee copies: January 31
  • IRS eFile: March 31

Why eFile Your 3922 With Us?

  • IRS-approved electronic filing
  • Built-in error prevention
  • Bulk upload support for high volumes

Frequently Asked Questions

What is Form 3922 used for?
To report transfers of stock acquired by employees through ESPPs.

Who files Form 3922?
Corporations that sponsor Employee Stock Purchase Plans and transfer stock to employees.

How is 3922 different from 3921?
Form 3921 is for Incentive Stock Options (ISOs), while Form 3922 is for Employee Stock Purchase Plans (ESPPs).

Do employees need Form 3922?
Yes, employees use it for tax reporting on ESPP stock transactions.

Can I bulk file Form 3922?
Yes, our platform supports bulk uploads for large companies with many ESPP participants.

Start Filing Your 1099-R Forms Online Today

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