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Time for Corporations to Get Ready to Issue Annual ISO/ESPP Information Statements and File New Information Returns with Irs; Irs Releases New Forms and Instructions

In January 2011, Employers must furnish each employee who exercised incentive stock options ("ISOs") or sold or otherwise transferred shares acquired under an employee stock purchase plan ("ESPP") during 2010 with a detailed information statement by January 31, 2011, and must also file an information return with the Internal Revenue Service (the "IRS") by February 28, 2011 ....

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January 2022 ISO/ESPP Reporting Reminder

IRS requires employers to annually furnish each employee who exercised incentive stock options or sold or otherwise transferred shares acquired under an employee stock purchase plan during a year with a detailed information statement by January 31 of the following year. ....

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