Estimated return on this period
0%
Dollar gain from discount
$0
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The discount portion is taxed as ordinary income regardless of how long you hold. Any gains above the discount are taxed as short-term capital gains if sold within a year (disqualifying disposition) or long-term if held longer and past the qualifying period. Most employees don't need to hold. The ESPP discount is already the return.
Estimate for educational purposes only. Assumes a simplified disqualifying disposition and uses your marginal bracket on the discount. Consult a tax professional.