Press Releases

Tax Season 2022: Updated Resources And Special Webinar Offer Crucial Guidance On IRS Reporting Changes

Feb. 28, 2022 – IRS tax forms and reporting rules have changed yet again for the 2022 tax-return season, adding confusion to an already complicated process for the millions of employees in the United States who have equity compensation and shares of their companies' stock. With these and the many other tax changes of recent years, the 2022 tax-filing season presents more risk than ever for expensive errors on tax returns. Taxpayer mistakes can lead to overpaid tax, underreported income, IRS penalties, or even an IRS audit.

"The tax reporting for stock compensation is complex," emphasizes Bruce Brumberg, Editor-in-Chief of "The changes for 2022, including where to put income left off Form W-2, expand what you must understand before you prepare your tax return. Even accountants and tax advisors sometimes make mistakes. Our goal is to help employees and their financial or tax advisors realize the full potential of stock options, restricted stock, RSUs, and ESPPs by educating them about tax rules and helping them prevent costly errors. The last thing taxpayers want is to pay too much tax or incur IRS penalties that take yet more money out of their pockets."

myStockOptions Tax Center Provides Valuable Tax-Return Resources

The fully updated myStockOptions Tax Center provides expert and understandable guidance on the filing and reporting of tax returns that involve stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans.

  • Core articles and FAQs spell out the most common mistakes people make with stock grants on their tax returns. Taxpayers, their financial advisors, and their accountants can quickly run through these to be sure they submit error-free returns.
  • The reporting of stock sales is made clear by special FAQs with annotated how-to diagrams of IRS Form 8949 and Schedule D.
  • Diagrams of Form W-2, Form 3922 (for employee stock purchase plans), and Form 3921 (for incentive stock options) show how companies report equity compensation income to employees.
  • Animated videos include a succinct tutorial on key IRS tax forms related to stock-sale reporting and a video guide to avoiding costly mistakes that can lead to the overpayment of taxes.
  • Engaging podcasts convey tips for tax returns.
  • A fun interactive quiz on tax-return topics lets users test their reporting knowledge in a painless way, before they file their returns, and links to related content from the answer key.

Special Webinar: Preventing Tax-Return Errors With Stock Comp And Stock Sales

On March 3, will hold a special webinar featuring insights from a panel of tax experts on issues with tax returns involving equity comp and sales of company shares, including how to avoid costly mistakes. The panelists will also present real-world case studies on how to use information in tax returns to create better financial plans.

Preventing Tax-Return Errors With Stock Comp And Stock Sales
March 3 (2pm–3:40pm ET, 11am–12:40pm PT)
2 CE credits for CFP, CEP, CPWA/CIMA, and EA


  • Stephanie Bucko, CPA, CFA®, Mana Financial Life Design
  • Dan Hodgin, CPA, Silicon Valley Tax Group
  • Daniel Zajac, CFP®, EA, Zajac Group
  • moderator: Bruce Brumberg, JD, editor-in-chief of myStockOptions

After the live webinar, the webinar recording will be available in on-demand format for the rest of tax season, both to registered attendees and to people who later purchase streaming access. A detailed agenda is available at the webinar registration page.


With exclusive articles, 800+ FAQs, podcasts, videos, the Tax Center, interactive quizzes, the Learning Center with courses for CE credit, Global Tax Guide, extensive glossary, smartphone app for iOS and Android devices, and dynamic patented tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is run by leading experts in equity compensation. Its content is created by a company with a long history of successful multimedia publications explaining complex legal and financial subjects in plain English.

For more information, please contact Bruce Brumberg and Matt Simon at or 617-734-1979.

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