Tax Center Global Tax Guide / Glossary / Discussion / About Us
Register Log In
myRecordsmyToolsmyClients
   Financial Planning   
Strategies   
Advanced Strategies   
Diversification   
High Net Worth   
Estate Planning   
Gifts & Donations   
Dividends   
Year-End Planning UPDATES FOR 2017   
QuizzesCFP® Credit
Earn up to 15 continuing education credits when you pass our exams for financial planners

Annotated diagram of Schedule DTax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.

Financial Planning: Year-End Planning UPDATES FOR 2017

What should be on my year-end checklist of items to review, know, and consider about my stock compensation?

The checklist below summarizes what you need for comprehensive year-end planning with stock compensation.

Review:

Know:

Consider:

  • your situation, including short-term cash needs that may prompt you to sell company stock and/or exercise options
  • whether your decisions should be entirely tax-driven
  • your outlook for both your company's stock price and your job
  • how comfortable you are with your concentration in company stock and whether you should diversify
  • multi-year projections for your income and taxes

Collect:

  • Company and brokerage firm statements, whether online or in print. You will need them for tax-return reporting.

For general financial-planning points to consider with stock compensation, see a related FAQ.

Print this FAQ: Printer icon
Share this FAQ:
Share this article on LinkedIn Share this article on Facebook Share this article on twitter
Return to list Next FAQ in list