Ask Your Tax Question. Tax Experts Answer You ASAP.

(Not a Tax Question?)

ESPP's & IRA's

Sent to Tax Experts December 5 2004 at 5:21 AM
   

The company I work for has an Employee Stock Purchase Plan (ESPP) which allows me to purcase company stock at 15% below market value. These stocks are held in a Smith Barney brokerage account. There are three ways to recieve these stocks. I can have the certificates themselves issued to me for a service charge, I can have the stocks sold on the open market for commission and fees, or I can have the stocks electronically transferred into another account free of charge. It is my understanding that if I sell the stocks before I have owned them for two years I will be subject to additional short term capitol gains taxes. What I would like to do is set up a traditional IRA with a discount brokerage and have the stocks electronically transferred into that account which would cost me nothing. I have 3 questions concerning this. Can I transfer stocks directly into an IRA or do I have to sell them first and transfer the cash into the account? If I can transfer the stocks directly into the IRA do I claim their current market value as my IRA contribution for the year or do I claim the amount I actually paid for the stocks as my IRA contribution for the year? Finally, once I have transferred the stocks into the IRA (assuming this is allowed) I would like to sell them in order to diversify my holdings. Would a sale within the context of an IRA be subject to the short term capital gains tax somewhere down the road?

Customer (name blocked for privacy)
Answer
December 5 2004 at 6:18 AM (57 minutes and 11 seconds later)
         
THIS ANSWER IS LOCKED!
You can view this answer by clicking here to Register or Login and paying $3.
Think you can answer this question?
Login or Become an Expert

 

DISCLAIMER: You acknowledge that any information you may obtain from individuals you contact through use of the JustAnswer service comes from those individuals, not from JustAnswer, and that JustAnswer is not in any way responsible for any of the information these third parties may supply. The site and services are provided "as is" with no warranty and no representations are made regarding the qualification of an Expert. Responses and comments on JustAnswer are for general information and are not intended to substitute for informed professional advice (such as medical, legal, investment or accounting) and do not establish a professional-client relationship. JustAnswer is not intended or designed to address EMERGENCY QUESTIONS which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service.

JustAnswer > Income Tax