Hi All,
I have a question I hope someone who has experience with this can answer!
Specifically, I'm curious about when capital gains taxes are applicable to individuals who receive RSUs and ESPPs. Is it triggered upon transferring the shares from eTrade to a non-registered account (via an in-kind transfer, such as the Employee Stock Plan Outgoing Share Transfer form on eTrade), or does it occur after the in-kind transfer, when selling the shares in the non-registered account or transferring them to a registered account (such as TFSA/RRSP)?
Additionally, for those familiar with all of this, could you clarify at what price capital gains are calculated from for ESPPs? Is it based on the purchase price or the Estimated Cost Basis (per share)?
Thanks!
I have a question I hope someone who has experience with this can answer!
Specifically, I'm curious about when capital gains taxes are applicable to individuals who receive RSUs and ESPPs. Is it triggered upon transferring the shares from eTrade to a non-registered account (via an in-kind transfer, such as the Employee Stock Plan Outgoing Share Transfer form on eTrade), or does it occur after the in-kind transfer, when selling the shares in the non-registered account or transferring them to a registered account (such as TFSA/RRSP)?
Additionally, for those familiar with all of this, could you clarify at what price capital gains are calculated from for ESPPs? Is it based on the purchase price or the Estimated Cost Basis (per share)?
Thanks!