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Tax Center

As featured in WebCPA and Plansponsor, our Tax Center teaches the withholding, reporting, and filing rules for stock options, ESPPs, restricted stock, and SARs. Browse a section overview below, or explore the subtopics to the left.

Test Your KnowledgeTest and improve your knowledge with our Taxes quiz and its study guide in the answer key.

Want to know more? Listen to our updated podcast on tax return tips and how to avoid reporting mistakes!

Check out our podcast and new video on the tax forms and reporting rules for stock sales.


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How To Report Sales Of Company Stock On Your Tax Return

The myStockOptions.com Tax Team
Learn how to report sales of stock on your tax return. Annotated diagrams of Form 8949 and Schedule D help you make sense of the reporting rules.

Avoid Tax-Return Mistakes With Stock Options & ESPPs: What You Need To Know

Bruce Brumberg and Lynnette Khalfani
The 2014 tax-return season has the potential to be more confusing than most if you sold stock in 2013. Read this article for tips on reporting stock sales and on other crucial tax-return topics.

Restricted Stock & RSUs: What You Must Know To Avoid Tax-Return Mistakes This is premium content

The myStockOptions.com Tax Team
The 2014 tax-return season has the potential to be more confusing than most if you sold stock in 2013. Read this article for tips on crucial topics relating to restricted stock and restricted stock units.

How To Avoid Paying Too Much Tax: Understanding The Revised Form 1099-B & Form 8949 For Reporting Stock Sales On Your Tax Return This is premium content

Bruce Brumberg
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.

NQSOs: Tax-Return Tips And Traps This is premium content

The myStockOptions.com Editorial Team & Contributors
Understand the basic tax-reporting requirements of stock options. This article reviews what you need to report on your tax return.

VIDEO! Tax-Return Forms & Reporting Rules For Stock Sales

Bruce Brumberg
Learn how to prevent costly tax return mistakes with this animated presentation on IRS Form 1099-B, IRS Form 8949, and Schedule D.

ISOs: Tax-Return Tips And Traps This is premium content

The myStockOptions.com Editorial Team & Contributors
Tax reporting with incentive stock options (ISOs) can be tricky. Learn what you need to report on your return at each stage of your ISO's life cycle.

Tax Planning For Options, Restricted Stock, And ESPPs After 2013 Tax Law Changes: High-Income Taxpayers Impacted Most (Part 1)

Tom Davison and William Whitaker
NEW! The beginning of 2013 brought notable shifts in tax rates for people at higher income levels. Part 1 surveys the important tax changes and considers their impact on planning.

Tax Planning For Options, Restricted Stock, And ESPPs After 2013 Tax Law Changes: High-Income Taxpayers Impacted Most (Part 2) This is premium content

Tom Davison and William Whitaker
NEW! The beginning of 2013 brought notable changes in tax rates for people at higher income levels. Part 2 looks at planning strategies involving capital gains rates, the AMT, and ISOs, and considers general ideas related to income-shifting.

IRS Form 3922 For ESPPs: What You Need To Know, And How It Can Help You Understand ESPP Taxation This is premium content

Bruce Brumberg
Stock purchases made through an ESPP during a calendar year are reported to you and the IRS on Form 3922 early in the following year. This article explains what you need to know about the information on the form, and how the form can help you better understand the complexities of ESPP taxation.

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What's new for the 2014 tax-return season?

Here's a quick take on new developments to be aware of when preparing your federal tax return for 2013 during these first few months of 2014...

What are the big changes in 2014 with reporting stock sales on my tax return? Why have these changes occurred?

Major changes have occurred in the tax reporting and filing for stock sales during the past few years, making accurate reporting more complex and difficult...

What are the biggest mistakes with restricted stock or RSUs that I can make on my tax return, and how can I avoid them? This is premium content

It is all too easy to make tax-return errors that lead to paying more than necessary or (perhaps worse) an IRS review. Learn how to prevent expensive mistakes...

What are the biggest mistakes related to my employee stock purchase plan that I can make on my tax return, and how can I avoid them? This is premium content

It is all too easy to make tax-return errors that lead to paying more than necessary or (perhaps worse) an IRS review. Learn how to prevent expensive mistakes...

What are the biggest mistakes related to stock options I can make on my tax return, and how can I avoid them? This is premium content

It is all too easy to make tax-return errors that lead to paying more than necessary or (perhaps worse) an IRS review. Learn how to prevent expensive mistakes...

What are the biggest mistakes related to stock appreciation rights (SARs) that I can make on my tax return, and how can I avoid them? This is premium content

It is all too easy to make tax-return errors that lead to paying more than necessary or (perhaps worse) an IRS review. Learn how to prevent expensive mistakes...

W-2 diagram! What will my W-2 show after the vesting of restricted stock? This is premium content

Restricted stock results in ordinary income to you. This occurs either at the time...

W-2 diagram! What will my W-2 show after the vesting of restricted stock units? This is premium content

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

W-2 diagram! What will my W-2 show after the vesting of performance shares? This is premium content

Performance shares result in ordinary income to you. This occurs when the grant vests after specified targets are reached and shares are either delivered or paid out to you. Depending on the structure of the grant, this may occur in the year after the end of the performance period...

What should I do if I don't receive a W-2 or if I lose it? This is premium content

If the company has not issued a W-2 by the middle of February, the IRS suggests...

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