Former PBS here, proof there is HR life after WFM. Much better money and less stress. I had TM Stock Purchase shares that were higher in price than the actual stock price when Amazon made their purchase. Can I claim a loss on those stock options? Anyone know how to calculate this?
Mucho gracias.
Yeah, 1imt is right. Those were grants unless you did purchase on your own.
When you do your taxes and report the sale you can write off up to 3000 A year, you can do a carry over the next year for up to 3000 each year until you report the entire amount. Depending on the amount of loss and your other income reporting it may or may not effect your taxes. If I remember when for the year
Grants, no. But if you participted in the ESOP by payroll deduct and chose to SELL, on your taxes when you file that information, if it lost value, it is taken into consideration. I sold my stock in 2016, and lo and behold because of the drastic drop in price, it didnt affect my taxes. It isnt a 'claim', just get a damn tax advisor
Since they were not options, you should be able to claim a loss. Simply put, you purchased something on the market that went down in value. Whether or not it was a WFM-based discount matters not.
Sounds like you're SOL compadre.