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Version: 1.7.3

Overview

Form 3922 is an IRS information return filed annually to report the transfer of stock acquired through an Employee Stock Purchase Plan (ESPP) under Section 423(c). It is generally filed for each employee who acquires stock through an ESPP at a price lower than 100% of the stock's value on the grant date, providing essential information for tax reporting.

Services you can avail of through TaxBandits API:​

  • Federal Filing - E-file 3922 with the IRS.
  • Postal Mailing - Distribute the recipient copy of Form 3922 via Postal Mail.
  • Online Access - Make the digital copies of Form 3922 available online for the corresponding recipients.

Form 3922 endpoints:​

You can use the following endpoints to complete the 3922 filing.

note

In order to use the following endpoints, you must call the Auth method to get the access token. This access token must be supplied in the request header as the ‘Bearer‘ token. Refer to OAuth 2.0 Authentication for more information on JWT authentication.

  • Create - To create Form 3922 for the recipients under the corresponding payer. While creating the form, you can opt for state filing, postal mail, and online access if required.
  • Update - To make changes to an existing Form 3922.
  • Transmit - To transmit the 3922 to the IRS.
  • Status - To check the status of the 3922 after transmission. (As an alternative, you can configure Webhooks for E-file Status Change)

If you need to retrieve Form PDFs, you can use one of the endpoints mentioned here.

Webhook Configuration for Form 3922 Status Updates:​

TaxBandits API enables you to receive automated status updates regarding your Form 3922 forms via webhook. You can configure webhooks for the following event types to receive Form 3922 status updates.

  • E-file Status Change - You will be notified when the IRS accepts or rejects your Form 3922. Learn More
    • Postal Sent - You will be notified when the Form 3922 forms are mailed to the recipients.
  • Online Access Status Change - You will be notified when the Form 3922 forms are shared with recipients via online access, when recipients provide consent, and when they access the forms. Learn More

Other 3922 Endpoints:​

You can use any of the following endpoints based on your needs.

  • ValidateForm - To validate the field-level specifications of form 3922 before creating the form. (Optional)
  • Validate - To audit the created Form 3922 data before transmission to the IRS.
  • List - To list all Form 3922 for a submission or Payer.
  • Get - To retrieve the recipient data, business data and form data from the 3922 created.
  • GetbyRecordIds - To retrieve the recipient data, business data, and form data using the recordids (without submissionid).
  • Delete - To delete the 3922 return you prepared in TaxBandits.
  • GenerateFromTxns - Use this method if you want to generate 3922 for the given business and recipient IDs based on the transactions you recorded using Form1099Transactions.
  • Approve - To approve the transactions that are created using TaxBandits

3922 PDF Retrieval​

You can obtain the PDF version of your 3922 forms using one of the following endpoints:

  • RequestDraftPdfUrl - To return the Draft PDF for review purposes. These forms are not transmitted and will have a watermark "For Review only" on it.
  • RequestPdfURLs - To retrieve PDFs for single or multiple recipients.
  • GetPDF - To get the link for Form 3922 PDF. To use this, you must have configured Webhook for it so that the endpoint will return the PDFs via Webhook.

Note: To retrieve the final version of 3922 Form PDFs, you can use either RequestPdfURL or GetPDF and not both.

To learn how to retrieve a 3922 PDF, click here