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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.

Basics: Core Concepts

Will I receive a copy of my company's annual report?
Under SEC Rule 428(b), your company is required to give you the Form S-8 prospectus (Part I of the form) and its latest annual report or Form 10-K. This requirement applies for each employee eligible to participate in a benefit plan when securities are being offered under a Form S-8 registration statement. Instead of giving you a paper copy, companies often email a link to this information.
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