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stuchainz92 OP t1_iuj6bh5 wrote

Reply to comment by Dorkus_Mallorkus in Any downsides to employee stock purchase plans? by stuchainz92

You’re right—I may have misunderstood the language. The only mention of a holding period says: the tax consequences to you depend on whether or not you meet the special holding period requirements: two years from the start of the offering and one year from purchase.

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meamemg t1_iuj6nz7 wrote

In addition to taxes, most have restrictions saying you can't sell right away (or that you lose the discount if you do). I'd triple check your documents and make sure there isn't that in there somewhere.

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Krynthose t1_iujiz7q wrote

There are many plans that allow you to sell right away. It's not unusual but yours is referring to a DD disqualifying disposition which makes you lose the tax favorability if sold before the respective dates.

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