Understanding Capital Gains and Losses for Stock Plan Transactions

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Some participants may need additional information related to stock plan transactions that can be useful in preparing their taxes. Explore common questions and how to get this information.


Thomas Sawyer
Director of Participant Education, E*TRADE Financial

Tom Sawyer has been with E*TRADE Financial for 10 years and is currently the Director of Participant Education, responsible for helping to ensure participants have a high-quality experience and receive the education and support they require. Tom has been in the financial services industry since 1999 and has worked as a financial advisor and sales and service training executive. Prior to his career in financial services, Tom was a US Army Engineer officer, and as a civilian worked in manufacturing. Tom holds a Bachelor of Science degree from the US Military Academy and a Certificate in Organizational Behavior and Leadership from New York University. Tom is a CERTIFIED FINANCIAL PLANNER™ certificant and holds FINRA Series 7, 63, 66, 24, and 53 licenses.