Tax Center Global Tax Guide / Glossary / Discussion / Newsletters / About Us
Register Log In
myRecordsmyToolsmyClients
Life Events: Death Taxes

What are the federal income tax consequences if my estate or beneficiary sells stock that I received from a prior option exercise or from restricted stock vesting? This is premium content

For federal income tax purposes, your estate or beneficiaries will receive a "step-up" in the tax basis of the shares to the market value of the stock at the time of death...
For access to this answer, please sign in or register.
Not Yet a Member?

This feature is a benefit of Premium membership.

Registering as a Premium member will give you complete access to our award-winning content and tools on stock options, restricted stock/RSUs, SARs, and ESPPs.

Who becomes a Premium Member? See our long list of paid subscribers.

Are you a financial or wealth advisor? Learn more about MSO Pro Membership.

View Homepage


Questions or comments? Email support or call (617) 734-1979.