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Discussion
PERFORMANCE SHARES-DID NOT MEET GOAL
Pre-IPO Restricted stock, granted, but not vested
What happens to stock options if not exercised prior to merger?
Gifting stock options
Stock Swap to Pay Taxes on Vested RSU
W2 Inclusion Upon ESPP Share Disposition
Taxation of Employees in More Than One State
Canadian Equity Laws

The CPA Journal wrote a feature about us!

Featured Article

The Revised Form 1099-B & New Form 8949 For Reporting Stock Sales On Your Tax Return: How To Avoid Paying Too Much Tax

By Bruce Brumberg

NEW! The stock-sale information provided by brokers on IRS Form 1099-B has changed. Cost-basis reporting, both for your broker on Form 1099-B and for you on your tax return, is now more complex, confusing, and vulnerable to errors. This article explains the crucial facts you must know to avoid overpaying tax or attracting unwanted IRS attention.
Read the rest of this article
MORE FEATURED ARTICLES

New and Updated Content

FAQ: NEW! What are the big changes with reporting stock sales this year on my tax return? Why have these changes occurred?

FAQ: NEW! How is IRS Form 1099-B changing for sales of stock acquired from my stock options, restricted stock, or ESPP?

FAQ: NEW! In the cost basis I use to report sales of company stock on my tax return, what part comprises the W-2 income from stock compensation or an ESPP?

( More )

ARTICLES ON...

TAX RETURNS
How To Report Sales Of Company Stock On Your Tax Return
By The myStockOptions.com Tax Team

UPDATED FOR 2012! Learn how to report your sales of company stock on the new Form 8949 and revised Schedule D of IRS Form 1040. Our comprehensive guide to Form 8949 and Schedule D reporting covers sales of stock from nonqualified stock options, incentive stock options, restricted stock, restricted stock units, performance shares, employee stock purchase plans, and stock appreciation rights.
MORE ON TAX RETURNS
RESTRICTED STOCK & RSUs
Restricted Stock Units Made Simple (Part 1): Understanding The Core Concepts
By Matt Simon

Restricted stock units (RSUs) have become the most popular alternative to stock options. While RSUs share many of the same issues as restricted stock, there are differences, and it is important to understand the basics of RSUs in their own right.
MORE ON RESTRICTED STOCK & RSUs
FINANCIAL PLANNING
Ten Financial-Planning Rules Everyone With Stock Options Needs To Know
By Michael Beriss

Managing your stock options is one of the most complex financial challenges you will face. These 10 rules will help you get the most out of them.
MORE ON FINANCIAL PLANNING
EMPLOYEE STOCK PURCHASE PLANS
Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing
By Matt Simon

NEW! Your company's employee stock purchase plan (ESPP) can be a strong financial benefit. However, the rules and taxation can be tricky. This two-part article presents six topics you must be familiar with to get the most from your ESPP participation. Part 1 covers enrollment, plan types, and offering/purchase periods.
MORE ON EMPLOYEE STOCK PURCHASE PLANS
LIFE EVENTS
Retirement Planning With Your Stock Options And Other Stock Compensation (Part 1: Pre-Retirement Planning)
By Carol Cantrell

Stock compensation is important for retirement planning. Understand the issues and explore strategies, whether you are planning for retirement, are nearing retirement, or have retired already.
MORE ON LIFE EVENTS
ALTERNATIVE MINIMUM TAX
Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax
By Marilyn Renninger

Learn how and when income from ISOs is subject to taxes, including the alternative minimum tax. You must consider taxes at both exercise and sale to put together an optimal strategy.
MORE ON ALTERNATIVE MINIMUM TAX
HIGH NET WORTH
How To Use Rule 10b5-1 Trading Plans To Sell Company Stock (Part 1)
By Darryl Rains and Sunil Kulkarni

When you receive a significant portion of your compensation in equity awards, concerns about diversification and cash flow may prompt you to sell company stock regularly. Yet SEC rules, insider-trading policies at your company, and fears of insider-trading allegations can keep you from selling your shares. Rule 10b5-1 trading plans are an ideal solution, as long as they are properly drafted and implemented.
MORE ON HIGH NET WORTH
MERGERS & ACQUISITIONS
My Company's Being Acquired: What Happens To My Stock Options? (Part 1)
By Richard Lintermans

The terms of your option grants, the terms of the M&A deal, and the valuation of your company's stock all affect the treatment of stock options in M&A. What happens to your unvested options is the main focus of concern.
MORE ON MERGERS & ACQUISITIONS
Advisors, Have You Heard About MSO Pro?
Made just for you, with tools to track and model grants for multiple clients, and proactive communications to build relationships. Click here for more information.
Featured FAQs
Q: W-2 diagram! What will my W-2 show after the vesting of restricted stock units?

A: Restricted stock units result in ordinary income to you. This occurs when...

Q: W-2 diagram! If I make a disqualifying disposition with my ESPP stock, what will appear on my W-2?

A: With a tax-qualified ESPP, nothing appears on your W-2 until you sell the shares. In that year, income is reported in the following boxes of your W-2...

Ask the Experts
Q: I make regular salary contributions to my company's employee stock purchase plan. This has complicated my Form W-2, as my salary and ESPP gains seem blended together. How do I make sense of it?

A: With an employee stock purchase plan, nothing appears on your W-2 until you sell shares, as long as your company's plan is (like most) tax-qualified under Section 423 of the Internal Revenue Code. If your company does have this type of plan, then you must have sold some shares during the past year. Selling ESPP shares within two years of the grant/offering date or within one year from the purchase/exercise date is called a disqualifying disposition. In that case, you realize...

» More Ask The Experts
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