ESPP DATE TOOL
Find when both §423 holding periods have elapsed
Enter offering/grant and purchase/transfer dates to find the earliest date when both federal timing periods have elapsed.
Check the holding-period dateESPP LEARNING TOOLS
Explore three ESPP rules with the facts in front of you.
Use these focused tools to understand federal §423 holding-period timing, lookback purchase-price math, and one-offering §423-limit mechanics. Each explains one rule, keeps entered values in your browser, and does not determine your tax outcome.
ESPP PURCHASE-PRICE TOOL
See how an ESPP lookback changes the purchase price
Compare illustrative per-share purchase prices with and without a lookback using the same offering-start FMV, purchase-date FMV, and plan discount.
Compare lookback pricingESPP $25K LIMIT TOOL
Check one offering’s remaining §423 stock-value capacity
Use employer-supplied starting availability, grant-FMV value already purchased, enrollment/grant FMV, and plan facts to calculate one offering only. No $25,000 default is assumed.
Check the one-offering limit