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PERFORMANCE SHARES-DID NOT MEET GOAL
Pre-IPO Restricted stock, granted, but not vested
What happens to stock options if not exercised prior to merger?
Gifting stock options
Stock Swap to Pay Taxes on Vested RSU
W2 Inclusion Upon ESPP Share Disposition
Taxation of Employees in More Than One State
Canadian Equity Laws

The CPA Journal wrote a feature about us!

Featured Article

How To Report Sales Of Company Stock On Your Tax Return

By The myStockOptions.com Tax Team

If you sold in 2014 any shares that you acquired from equity compensation or an ESPP, you will need to report the sale on your tax return. Learn here what you need to know to avoid expensive mistakes and unwanted IRS attention. Annotated diagrams of Form 8949 and Schedule D can help you make sense of the reporting rules.
Read the rest of this article
MORE FEATURED ARTICLES

Tax Return Season Is Here!

And the Tax Center is here to assist, including annotated examples of Form 8949 and Schedule D to help you prevent costly mistakes when reporting stock sales.

New and Updated Content

FAQ: What's new for tax-return season?

FAQ: What are the big changes in 2015 with reporting stock sales on my tax return? Why have these changes occurred?

FAQ: What are the biggest mistakes with restricted stock or RSUs that I can make on my tax return, and how can I avoid them?

( More )

ARTICLES ON...

CORE CONCEPTS
Stomach Volatility In Your Company's Stock Without Losing Your Mind
By Joanna Glasner and Bruce Brumberg

Don't be discouraged by stock-price volatility. As the experts note, equity compensation is a tool for building wealth in the long term.
MORE ON CORE CONCEPTS
RESTRICTED STOCK & RSUs
Restricted Stock & RSUs: What You Must Know To Avoid Tax-Return Mistakes
By The myStockOptions.com Tax Team

The 2015 tax-return season has the potential to be more confusing than most if you sold stock in 2014. Read this article for tips on crucial topics relating to restricted stock and restricted stock units.
MORE ON RESTRICTED STOCK & RSUs
EMPLOYEE STOCK PURCHASE PLANS
Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing
By Matt Simon

An employee stock purchase plan can be a great benefit, but the rules and taxation are tricky. This two-part article presents six topics you must be familiar with to get the most from your ESPP. Part 1 covers enrollment, plan types, and offering/purchase periods.
MORE ON EMPLOYEE STOCK PURCHASE PLANS
FINANCIAL PLANNING
Your Company Stock: The Importance Of Diversification
By Laura Tanner, PhD, CFP®

Podcast included! Through the author's personal example, this article presents the dangers of a concentrated stock position, discusses why diversification may be hard for employees with shares from equity compensation, and explores strategies for preserving your net worth.
MORE ON FINANCIAL PLANNING
LIFE EVENTS
Retirement Planning With Stock Options, Restricted Stock, And Other Stock Compensation (Part 1: Pre-Retirement Planning)
By Carol Cantrell

Stock compensation is important for retirement planning. Understand the issues and explore strategies, whether you are planning for retirement, are nearing retirement, or have retired already.
MORE ON LIFE EVENTS
ALTERNATIVE MINIMUM TAX
Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax
By Marilyn Renninger

Learn how and when income from ISOs is subject to taxes, including the alternative minimum tax. You must consider taxes at both exercise and sale to put together an optimal strategy.
MORE ON ALTERNATIVE MINIMUM TAX
HIGH NET WORTH
How To Use Rule 10b5-1 Trading Plans To Sell Company Stock (Part 1)
By Darryl Rains and Sunil Kulkarni

SEC rules, company insider-trading policies, and fears of insider-trading allegations may make stock sales tricky for corporate insiders. Rule 10b5-1 trading plans offer a potential solution, but they must be properly drafted and implemented.
MORE ON HIGH NET WORTH
MERGERS & ACQUISITIONS
My Company Is Being Acquired: What Happens To My Stock Options? (Part 1)
By Richard Lintermans

The terms of your option grants, the terms of the M&A deal, and the valuation of your company's stock all affect the treatment of stock options in M&A. What happens to your unvested options is the main focus of concern.
MORE ON MERGERS & ACQUISITIONS
 
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.
Featured FAQs
Q: What are the biggest mistakes related to stock options I can make on my tax return, and how can I avoid them?

A: It is all too easy to make costly tax-return errors that attract unwanted IRS attention. Learn how to prevent mistakes...

Q: UPDATES! What if the wrong cost basis is reported on my 1099-B? How do I report the right cost basis on Form 8949 of my tax return?

A: From our interpretation of the forms and their instructions, myStockOptions.com recommends the following reporting steps to avoid overpaying taxes...

Ask the Experts
Q: I think that my company will soon be acquired by a much bigger company. If a deal is announced, am I likely to receive some type of retention grant?

A: Possibly. We have seen research suggesting that, at least in deals involving big acquirers, about 40% of acquired companies offer some form of retention award to employees and/or executives before the deal happens. While the reasons for making these awards vary, often the grants are issued to keep a company's leadership team from...

» More Ask The Experts
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