Ready or not, tax-return reporting has changed yet again for the 2020 tax season. Prepare yourself with this article. Our editorial team presents the key points you need to know for your federal tax return if you had income in 2019 from stock compensation, such as stock options, restricted stock units, or an employee stock purchase plan (ESPP), or if you sold shares of company stock. Then use the resources in our Tax Center, which show you how to report this income on your tax return.
Puzzled by your Form W-2, 1099-B, 3921, or 3922? Need to report sales of stock on Form 8949 and Schedule D? Tax returns involving income from stock options or ESPPs can be confusing. Recent changes in IRS reporting rules haven't helped. This article explains errors and nasty surprises to avoid.
Tax returns involving income from restricted stock and restricted stock units (RSUs) can be confusing. The potential for mistakes has been increased by recent changes in IRS reporting rules. This article explains errors to avoid when reporting stock compensation and stock sales.
Stock options rose to fame in the 1990s. Even on the TV sitcom Seinfeld, Elaine got lucrative stock options and couldn't stop talking about them (provoking George's resentment, of course). Options remain a major form of employee equity. This article compares the two types and how they work.
Podcast included! Receiving a grant of restricted stock or restricted stock units (RSUs) is a reason to celebrate. This article explains the value to you.
Podcast included! An employee stock purchase plan is a great benefit. Don't let the opportunity flutter away. Learn the key dates and terms you need to know to make...
Become smarter about stock options, restricted stock, ESPPs, and more.REGISTER NOW