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ESPP Sale Tax Calculator

Split a simplified ESPP sale into ordinary income and capital gain pieces.

Use this for

  • Section 423 ESPP sales
  • qualifying vs disqualifying decisions
  • tax estimate before selling
Ordinary income estimate$900
Capital gain estimate$4,400
Estimated tax$1,213
After-tax gain$4,087

This is a simplified ESPP planner; broker basis adjustments still need review.

Quick facts

Keep the estimate grounded.

Disqualifying sales usually recognize purchase-date discount as ordinary income.

Qualifying sales can reduce the ordinary-income piece.

Broker 1099-B basis may need adjustment.

Next tools

Useful follow-ups

InvestingHolding periodTax timingQuarterly splitTax timingSafe harbor