Basics
Matt Simon
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.
Taxes
Marilyn Renninger
Understand how and when different taxes apply to NQSOs. You need to consider taxes at exercise and at sale to put together a strategy that maximizes the value of your options.
Basics
Bruce Brumberg
With expert insights from the editor-in-chief of myStockOptions.com, this video covers the essential aspects of employee stock options that you must know to make the most of them, including the key concepts of vesting, exercise, and the option term. Running time: 4:12.
Show More Selected Articles
Taxes
Marilyn Renninger
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.
Taxes Advanced
myStockOptions Editorial Team & Contributors
Understand the basic tax-reporting requirements of stock options. This article reviews what you need to report on your tax return.
Taxes Advanced
Bruce Brumberg and Lynnette Khalfani
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.
This is simply a selection of the many articles in this section.
Use the navigation to the left to explore all of the categories in this section.
Tax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.
Listen to our podcast on the basics of stock options, or watch our videos on core concepts and taxes.
Basics
Test your knowledge with our