The myStockOptions.com Tax Team
UPDATED FOR 2012! Learn how to report your sales of stock on the new Form 8949 and revised Schedule D of IRS Form 1040.
Bruce Brumberg
If there's a way to make learning about tax forms fun, we'll try it. Watch and hear this animated presentation on the expanded IRS Form 1099-B, the new IRS Form 8949, and the revised Schedule D. Learn now to prevent costly tax return mistakes later!
Bruce Brumberg
Stock appreciation rights (SARs) are being granted by some companies. To help you understand SARs, Part 1 explains the "appreciation," the role of exercises, and taxes at exercise.
Bruce Brumberg
Stock appreciation rights (SARs) are garnering interest among companies. Part 2 discusses taxes, IRS concerns, and why companies like SARs.
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SARs, or stock appreciation rights, are contractual rights that entitle you to receive the appreciation from a corresponding number of company shares after the grant date. Instead of exercising a stock option, you...
Much of the stock option content is relevant to SARs. All the key stock option features...
A summary of data in surveys from major consulting and research firms shows that...
FAS 123(R), now called ASC Topic 718, requires the expensing of stock options. This makes accounting for stock options and stock-settled SARs similar, leading some companies...
The personal economic benefits of SARs are...
Stock appreciation rights entitle you to stock (or sometimes cash) that equals the amount...
Unlike with stock options, you have no exercise cost to obtain the appreciation spread above...
Most stock plans automatically adjust your SARs for the stock split. Your number of SARs will be adjusted...
When you you exercise stock appreciation rights, depending on the plan's design and practices, you receive...
For people who sold shares in 2011, major changes in tax reporting and filing are taking effect this tax season...
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