Equity Forms › E-File Form 3922 Online for 2025 Tax Year
At a Glance
E-File Form 3922 with BoomTax
BoomTax is an IRS-authorized e-file provider for Form 3922. Our platform is designed for corporations and stock plan administrators who need to report ESPP stock transfers in bulk.
Why E-File Form 3922?
- IRS requirement: Electronic filing is mandatory for 10 or more returns
- Faster processing: E-filed returns are processed more quickly
- Built-in validation: Catch errors before submission
- Instant confirmation: Receive acknowledgment from the IRS
What You Need to E-File
To e-file Form 3922 with BoomTax, you will need:
- Corporation information: Name, address, and EIN
- Employee information: Name, address, and SSN
- ESPP transfer data:
- Box 1: Date option was granted
- Box 2: Date option was exercised (purchase date)
- Box 3: FMV per share on grant date
- Box 4: FMV per share on exercise date
- Box 5: Exercise price per share
- Box 6: Number of shares transferred
- Box 7: Date legal title was transferred
For details, see our What is Form 3922 guide.
How BoomTax Works
Import Your Form 3922 Data
You can import your data as Excel, XML, or use files from popular payroll providers like QuickBooks, UKG, ADP, and many more.
Step-By-Step Wizard
We walk you through the process with no complicated jargon. You can also live chat with a real person as you work on your filing for hands-on help.
E-File & Mail Employee Copies
Once your data is loaded, you can e-file and distribute employee copies in minutes.
Bulk Filing for ESPP Administrators
Companies with many ESPP participants can upload data in bulk via Excel or CSV. BoomTax validates your data and transmits it securely to the IRS through the FIRE system.
Filing Deadlines
- Employee copy: January 31
- IRS filing (paper): February 28
- IRS filing (electronic): March 31
For details, see our Form 3922 due date guide.
Related Forms
- E-File Form 3921: ISO exercises
External Resources
Frequently Asked Questions About E-Filing Form 3922
File a separate Form 3922 for each purchase that results in a title transfer. If your ESPP has quarterly purchase periods and an employee participates in all four, you may have up to four Form 3922s for that employee (depending on when title transfers occur). BoomTax handles bulk uploads efficiently.
You'll need: employee information (name, SSN, address), grant date and FMV on that date, purchase date and FMV on that date, exercise price, shares transferred, and the title transfer date. Most stock plan administrators can export this data in a format BoomTax can import.
Form 3922 is still required when shares transfer from the ESPP to a broker designated by the employee. The transfer to the broker constitutes the "first transfer of legal title." Use the date shares were deposited into the brokerage account for Box 7.
Passionate about making tax compliance simple so businesses can focus on what matters.
Takes Only 30 Seconds
BoomTax and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors prior to engaging in any transaction.