Puzzled by what to do with your W-2, Form 1099-B, or Forms 3921 and 3922? Don't quite know how and where to report sales of company stock on Form 8949 and Schedule D? Tax returns involving income from stock options or ESPPs can be confusing. The potential for mistakes is increased by new IRS reporting forms and rules for the 2019 tax season. This article explains errors to avoid when reporting stock compensation and stock sales on your tax return.
No longer just a subject for philosophers and poets, the pursuit of happiness has become part of the holistic approach to workplace harmony and productivity sought by many companies and their employees. Stock compensation can improve happiness—and it's about more than just recognizing gains.
Podcast included! Your company has granted you stock options. Now what? This article explains the essential facts that you must know to understand your stock options and make the most of them.
Podcast included! Restricted stock and restricted stock units (RSUs) offer more certainty than stock options (though less upside). Depending on your attitude toward risk and your experience with...
Podcast included! Your employee stock purchase plan (ESPP) may be one of the best benefits your company offers. However, to maximize its value, you must know its key dates and terms. This...
You have been paying Social Security taxes your entire working life. As you near retirement age, there are planning ideas with stock compensation you should know about as you make decisions on Social Security benefits. This article provides core knowledge to inform those decisions.
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