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After the ESOP acquires at least 30 percent of the companys stock, will subsequent stock sales to the ESOP qualify for the tax-free rollover?

April 26, 2017acquires ESOP qualify rollover sales stock tax-free

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After the ESOP acquires at least 30 percent of the companys stock, will subsequent stock sales to the ESOP qualify for the tax-free rollover?

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Yes. There is no limit on the number of shares that must be sold to the ESOP in a single transaction, so long as the requirements described in Questions 24 and 25 are met. Return to the top of the page.