Track your stock options, restricted stock, and SARs

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NQSOs
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- Taxes Advanced
ISOs
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- Limits
- Taxes
- Taxes Advanced
- AMT
- AMT Advanced
ESPPs
- Basics
- Rules
- Advanced
- Taxes
- Taxes Advanced
Restricted Stock
- Basics
- Advanced
- Restricted Stock Units
- Performance Shares
- Taxes
- Taxes Advanced
- Section 83(b)
SARs
- Basics
- Taxes
Financial Planning
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- High Net Worth
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Job Events
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Life Events
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M&A
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SEC Law
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- Rule 10b5-1 Trading Plans
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Pre-IPO
- Basics
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We make you smarter about stock options, ESPPs, and restricted stock

Become smarter about stock options, ESPPs, restricted stock, and stock appreciation rights

Individuals

Whether you're a stock plan participant or a professional, we offer you content and tools to fit your needs.
Corporate

Help your employees understand and appreciate their stock grants and prevent tax mistakes.
Financial and Wealth Advisors

Track your clients' grants and give them the expert advice they demand.

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Click on the arrow above for new and updated content.

TAX RETURNS

Avoid Tax Return Mistakes With Stock Options & ESPPs: What You Need To Know In 2010

By Bruce Brumberg and Lynnette Khalfani

How To Report Sales Of Company Stock By The myStockOptions.com Tax Team

Restricted Stock & RSUs: What You Must Know To Avoid Tax Return Mistakes In 2010

By Bruce Brumberg

FINANCIAL PLANNING

How To Avoid The Most Common Stock Option Mistakes (Part 1)

By Beth Walker

Better Late Than Never: Stock Option Strategy For The Market Upturn

By Michael Beriss

Reframing Your Stock Option Exercise Strategy In Volatile Markets

By Tom Davison

Advisors, Have You Heard About MSO Pro?
Made just for you, with tools to track and model grants for multiple clients, and proactive communications to build relationships. Click here for more information.

RESTRICTED STOCK & RSUs

Why You'll Learn To Like Restricted Stock Grants

By Richard Friedman

Decisions At Vesting With Restricted Stock (Part 2): Hold Or Fold?

By Tom Davison


	"We are a small boutique financial planning firm and wanted your services to help us analyze and anticipate our client's stock options. I love your website and feel that it is very valuable knowledge." Jared Roskelley, CFP Jackson Financial Advisors

EMPLOYEE STOCK PURCHASE PLANS

Fundamentals Of Employee Stock Purchase Plans (Part 1): Basic Structure And Terms

By Alisa Baker

Employee Stock Purchase Plans & Your Financial Planning (Part 1)

By Bruce Brumberg

ALTERNATIVE MINIMUM TAX

Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax

By Marilyn Renninger

The ISO Tax Trap And The AMT Credit Myth: What To Do Before Exercise And At Year-End

By Alan Ungar

LIFE EVENTS

Retirement Planning With Your Stock Options And Other Stock Compensation (Part 1: Pre-Retirement Planning)

By Carol Cantrell

I'm Getting Divorced: What Happens To My Stock Options? (Part 1)

By Linda Olup


	"It has a great glossary (quick: define "underwater"), modeling tools, and the latest advice from tax pros. Better yet, you can compile in one place all the data on your options portfolio..."

HIGH NET WORTH/
EXECUTIVES & DIRECTORS

How To Use Rule 10b5-1 Trading Plans To Sell Company Stock (Part 1)

By Darryl Rains and Sunil Kulkarni

Hedging Your Employee Stock Options (Part 1)

By Robert Gordon

MERGERS & ACQUISITIONS

My Company's Being Acquired: What Happens To My Stock Options? (Part 2)

By Richard Lintermans

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Podcasts NEW!

Listen to our podcasts on the basics of stock options, restricted stock, ESPPs, and tax returns and reporting!

Courses and Exams for CFP & CEP Continuing Education Credit

Fun Free Quizzes:
Test Yourself!

Training for your company!

Q: Schedule D diagram! How do I report a sale of shares from restricted stock units (RSUs) on my federal income-tax return?
A: You need to complete a Schedule D, Capital Gains and Losses, for the year of the sale of your stock and file it with your Form 1040 federal income-tax return. You do this even if you are only...

Q: Schedule D diagram! If I did cashless exercises/sales of stock options from several grants simultaneously, do I need to report each sale separately on Schedule D? Can I aggregate them in one line because I exercised and sold the stock on the same day?
A: Though each grant adds a different amount of money to your taxable ordinary income, the tax basis of all the shares is...

· Exercised ISOs, worried about AMT

· Help understanding 1099-B and W2 for options sold

· Use of AMT Credit

· Underwater Options-Worthless?

· Should Tax Savings Drive My Decisions

· NQSO tax losses

· W-2 Income for ESPP Disqualifying Disposition

· CHANCE TO AVOID NEW ISO WASH SALE RULE

· job search

Tax 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.


	MyRecords FREE! Quick-Take Options Calculator FREE! Quick-Take Restricted Stock Calculator Quick-Take SARs Calculator I Need The Money Calculator Comparison Modeling Tool Scenarios myAlerts

Q: At exercise, I sold just enough shares to cover my exercise cost and taxes for 2,000 stock options. The exercise price was $10 per share and the market price was $35. My W-2 shows $50,000 of income from the exercise. On my tax return, what do I report as my tax basis? Is it the full $50,000, or is it only the value of the shares I sold in the sell-to-cover exercise?

A: After you do a sell-to-cover exercise, you report only the number of shares you sold and their tax basis. Therefore, you will not use the $50,000 of income that appears on your Form W-2 but, rather, just the amount corresponding to the number of shares sold for the cost and taxes. Your tax basis will thus essentially equal...
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