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Tax Alert (Feb. 6, 2014): What's New For The 2014 Tax Season
Tax season is coming. Below is a quick take on some new developments to be aware of when preparing tax returns that involve shares acquired through equity compensation.
See also a related FAQ on new developments for tax returns involving sales of shares acquired through equity compensation.
For fully updated guidance on the tax-return reporting for sales of shares acquired through equity compensation, including annotated diagrams of Form 8949 and Schedule D, see the section Reporting Company Stock Sales in the Tax Center at myStockOptions.com.
Elsewhere in the Tax Center, we have made a new section gathering our popular annotated diagrams of Form W-2. These can help you make sense of your W-2 when it includes income you received from options, restricted stock/RSUs, or employee stock purchase plans. Additionally, if you exercised ISOs last year, you will receive Form 3921, and if you purchased shares through an ESPP during the year, you will be getting Form 3922. Employers issued these forms in January, along with Form W-2. We have articles and FAQs with annotated diagrams of Form 3921 and Form 3922 that can help you understand these documents.
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