NQSOs

Here's some advice for financial fitness: take stock of taxes before you exercise! When and how you exercise your stock options can have a major impact on how much tax and which taxes you'll pay.

Understand the basic tax-reporting requirements of stock options. This article reviews what you need to report on your tax return.

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.

To compute the appreciation since exercise, you take the sales price after commissions and subtract...

Capital gain is income that arises from the sale of a capital asset. Gain from the sale of securities held for investment, such as shares acquired from stock compensation...

Yes. The spread at exercise of an NQSO is considered "wages" for the purposes of...

When too much Social Security tax is withheld above the Social Security wage base during a calendar year, your recovery approach depends on whether...

There is a federal tax (called FUTA) to help fund unemployment benefits. FUTA is imposed on...

Many states, along with some counties and cities, impose...

The gain from your nonqualified stock option exercise(s) is totaled on the W-2 with other income in the following boxes...

Your actual tax bracket may be higher or lower than the mandatory federal withholding rate. Whether your company can withhold more depends on...