Adapted from a webinar by the editor-in-chief of myStockOptions.com, this PowerPoint (in PDF) covers the top 10 most common tax-return errors and questions related to stock compensation, whether options, restricted stock, or ESPPs. Most of these points are applicable every year, though we are currently updating the material for the new
Form 8949 and revised Schedule D. (Upon request, Premium Members can obtain permission to use the presentation for employees or clients.)