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registered with the IRS FIRE (Filing Information Returns
You have received this form because (1) your
employer (or its transfer agent) has recorded a first transfer of
legal title of stock you acquired pursuant to your exercise of an
option granted under an employee stock purchase plan and (2) the
exercise price was less than 100 percent of the value of the stock
on the date shown in box 1 or was not fixed or determinable on that
No income is recognized when you exercise an option
under an employee stock purchase plan. However, you must
recognize (report) gain or loss on your tax return for the year in
which you sell or otherwise dispose of the stock. Keep this form and
use it to figure the gain or loss. For more information, see Pub.
525, Taxable and Nontaxable Income.
Furnish Copy B of this form to the
payer by January 31.
File Copy A of this form with the IRS
by February 28. If you file electronically, the due date is
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