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File 3922 Online

Reclaim valuable time and reduce costly errors with E-File Workforce Payroll, the efficient and accurate way to file 3922 online.

What is Form 3922?

Form 3922, “Transfer of Stock Acquired Through an Employee Stock Purchase Plan (ESPP) Under Section 423(c),” is an informational document filed to the IRS for the reporting of ownership transfers to employees.
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3922 Form

Key Information Reported on 3922:

The essential information reported on the 3922 form includes:

  • Personal information of the employee (name, address, SSN).
  • The company’s information.
  • The date the employee bought the stock.
  • The price they paid.
  • The fair market value of the stock.
  • The date of the transfer of the stock into the employee’s name.

Why is the 3922 Form Important?

Form 3922 is crucial for the IRS, companies, and individuals. The form is essential to help everyone keep a good record of transactions. Here is why Form 3922 is crucial for your business:

  • The IRS: They need it to ensure every transaction is reported to the federal taxation department and all owed taxes are paid.
  • Company: Companies issue this document and send it to both the IRS and employees owning stocks.
  • Employee: The employee of the company who owns a share from the Employee Stock Purchase Plan (ESPP) needs it to keep a record of their stock transactions and their value.
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Due Date of Form 3922:

Form 3922 is filed by the company annually. It is reported with other year-end forms, the same as W-4 and 1099 forms. Here are quick deadlines to keep in mind:

  • Recipient Copy: Must be issued and sent out before the end of January. The last date is January 31 of the following tax year.
  • Paper Filing to IRS: It must be submitted by February 28 of the following tax year.
  • E-filing: Filing electronically will stretch the deadline to March 31 of the following tax year. 
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Detailed Instructions to E-File:

To e-file through E-File Workforce Payroll, you need to follow these steps:

  • Make your account on E-File Workforce Payroll and log in.
  • Locate  “Filing -> Start New Filing” in the left menu.
  • A short form with two fields will appear. Make your selection by choosing the filing year and form type.
  • A new form with all necessary fields will appear on the screen. Fill out the details and submit.

That’s it! Your filing is underway.

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Form 3922 Instructions

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    Answers to Your Form 3922 Questions

    No, you don’t need to report it on your taxes, as acquiring stocks through the Employee Stock Purchase Plan isn’t taxable. The document is for informational purposes only and will help you calculate taxes when you sell these stocks.
    It is a general misconception that the 3922 form is filed on tax returns. The form is provided as a receipt that you officially own stocks from ESPP.
    Collect it from your company and keep it safe. You will need the information mentioned on this form when you sell stocks and file taxes on income gains or losses.
    Typically, Form 3922 isn’t filed with tax returns. So there is no place for Form 3922 on 1040. Although the form is useful when you sell stocks acquired from ESPP,. It will help you with capital gains or losses, which will go on Schedule D of Form 1040.
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