Reminder: ISO and ESPP Information Statements Due January 31, 2012

25 January 2012
Download PDF

Key takeaways:

  • Reminder: Companies must deliver information statements to employees for transfers of stock received upon exercise of tax-qualified incentive stock options and for stock purchased through tax-qualified employee stock purchase plans during 2011. The information statements must be delivered to employees by January 31, 2012.
  • Reminder: Companies must also file returns with the IRS following such 2011 transfers by February 28, 2012, or if filing electronically, by March 31, 2012.