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标题: espp(employee stock purchase plan) 股票还没卖，盈利也得上税吗？ [打印本页]

作者: modest 时间: 2006-3-26 17:35
标题: espp(employee stock purchase plan) 股票还没卖，盈利也得上税吗？
公司的espp还没卖，盈利也得上税吗？如果不用，为何公司的T4 box 38已经把盈利写上去了，而且如果用ufile报税的话也要求填这个数，可问题是ufile还要求填卖股票的总proceeds （股票数*成交价）。我还没卖怎么填呢？

请教高手！谢了！

作者: booooooooks 时间: 2006-3-27 12:55
If you work in a public compnay, report it in the year that you exercise it. If you work in a private company, you have a choice to report it in the year that you sell it.

When you sell them you also need to report a capital gain, if any.

Post by modest
公司的espp还没卖，盈利也得上税吗？如果不用，为何公司的T4 box 38已经把盈利写上去了，而且如果用ufile报税的话也要求填这个数，可问题是ufile还要求填卖股票的总proceeds （股票数*成交价）。我还没卖怎么填呢？

请教高手！谢了！

作者: modest 时间: 2006-3-27 12:59

Post by booooooooks
If you work in a public compnay, report it in the year that you exercise it. If you work in a private company, you have a choice to report it in the year that you sell it.

When you sell them you also need to report a capital gain, if any.

thanks for reply. but it seems not i'd like to know. what i need to know is that how i can put the shares and the price i sell it because i have not sold it yet.

作者: garbagkiller 时间: 2006-3-31 15:09
If the stock was given to you by the company as benift, then it will be reported in box 38 at the price when the stock was given to you. This amount is 100% taxable even though you have not sold the stock. This is your taxable benift. but i think from tax reporting point of view, box 38 has been included the box 14. I won't been shown in the T1 general. it is just informative.

at the time when you want to sell them, you need to calcuate your cost base based(cost per share) on the value you reported in box 38. If your selling price is higher than your cost base, you have to claim capital gain. The capital gain's 50% is taxable.
This is your taxable capital gain.

while comparing with the stock you buy from the market, the money you use to buy the stock has been paid tax. It is not your taxable benift.

作者: modest 时间: 2006-3-31 23:50

Post by garbagkiller
If the stock was given to you by the company as benift, then it will be reported in box 38 at the price when the stock was given to you. This amount is 100% taxable even though you have not sold the stock. This is your taxable benift. but i think from tax reporting point of view, box 38 has been included the box 14. I won't been shown in the T1 general. it is just informative.

at the time when you want to sell them, you need to calcuate your cost base based(cost per share) on the value you reported in box 38. If your selling price is higher than your cost base, you have to claim capital gain. The capital gain's 50% is taxable.
This is your taxable capital gain.

while comparing with the stock you buy from the market, the money you use to buy the stock has been paid tax. It is not your taxable benift.

thanks a lot ! that's exactly what i need to know. But the thing is if i use UFILE to file the tax return online they ask to put box 38 and what is the price you sell it at. if i don't put anything ,i just can't pass to next step.

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