SARs

How To Report Sales Of Company Stock On Your Tax Return

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.

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

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!

What You Need To Know About Stock Appreciation Rights (SARs): Part 1

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.

What You Need To Know About Stock Appreciation Rights (SARs): Part 2

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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What are stock appreciation rights?

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...

Does all the stock option content on this website also apply to stock appreciation rights (SARs)?

Much of the stock option content is relevant to SARs. All the key stock option features...

How are stock appreciation rights taxed?

When you you exercise stock appreciation rights, depending on the plan's design and practices, you receive...

UPDATED! What do surveys and examples reveal about the effects of expensing, stock market trends, and other developments on equity compensation?

A summary of data in surveys from major consulting and research firms shows that...

When I exercise my stock appreciation rights (SARs), will the amount of tax withheld cover the amount of tax that I must pay when I file my return?

Employers usually withhold federal income taxes at the flat rate required for supplemental wages, which is...

Why are some companies considering stock appreciation rights (SARs) as an alternative to stock options?

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...

If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?

At a minimum, at the time of your SARs exercise your company will withhold taxes from the proceeds at the required federal withholding rate for supplemental income. However, depending on your income, this minimum withholding may not be enough. If so, you will need to...

Are stock appreciation rights (SARs) a better deal for me than stock options?

The personal economic benefits of SARs are...

How do stock appreciation rights (SARs) differ from stock options, restricted stock, and RSUs?

Stock appreciation rights entitle you to stock (or sometimes cash) that equals the amount...

How do I exercise stock appreciation rights?

Unlike with stock options, you have no exercise cost to obtain the appreciation spread above...

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