Need help. I have sold ESPP shares this year. I believe tax was already withheld for the 15per discount we receive .For tax purposes, what report should I refer that reflects right purchase and sell price (considering the 15per discount is already taxed). I use UBS. I saw the tax guide but it’s utterly confusing. Can anyone please explain in a straight forward language?

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In Ireland the 15% doesn’t have tax withheld. You have to declare it yourself.

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Also curious as I have the same question…assuming you have gains that exceed the 15% discount

F

Oh ..I opted for the tax withholding option the UK..hope someone can answer

Sell price - avg price of purchase of all shares own x by number of shares. That is your capital gain. If you exceed £3k you need to pay capital gain tax.

Thanks SM1. My question is regarding the 15per discount we receive. Does average buy price on UBS statement includes 15per discount we received or does it reflect post discount purchase price, as we already paid tax on 15per discount

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