Tax season is here. Ready or not, tax-return reporting has changed yet again for the 2021 tax season, including the way you report capital gains, the alternative minimum tax (AMT), and estimated taxes. This article presents the key points you need to know for your federal tax return if you had income in 2020 from stock compensation and/or sales of company stock.
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.
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.
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! An employee stock purchase plan is a great benefit. Understand the key dates and terms you need to know to make the most of your ESPP.
For reasons beyond your control, you may find yourself in a position where you suddenly need to sell stock for cash to meet urgent living expenses. When selling stock you must always proceed with caution. Review this checklist of topics to understand on tax, company, brokerage firm, and SEC rules.
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