Restricted Stock: W-2s & Tax Returns
The myStockOptions.com Tax Team
Tax returns involving income from restricted stock and restricted stock units (RSUs) 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.
Tax Changes UPDATES!
The myStockOptions Editorial Team
Ready or not, tax-return reporting has significantly changed for the 2019 tax-return season, and the tax reform that become effective in 2018 altered tax rates and brackets. To prevent costly mistakes when reporting income from equity compensation or sales of company shares, you must understand these changes, explained in this article, before you prepare your tax return.
NQSOs: W-2s & Tax Returns
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.
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Tax Changes UPDATES!
The myStockOptions Editorial Team
Podcast included! The Tax Cuts & Jobs Act has provisions that affect stock compensation, whether in financial planning or in stock plan administration. This article details six with an impact on the taxation of stock compensation or holdings of company shares.
Restricted Stock Basics
Bruce Brumberg
Presented by the editor-in-chief of myStockOptions.com, this engaging video covers the tax treatment of restricted stock and restricted stock units (RSUs), including the tax rates, the timing of taxation, withholding, and the key points you must know after tax reform. Running time: 3:37
Tax Changes UPDATES!
Bruce Brumberg
Shares in privately held companies lack liquidity and thus cannot be sold, creating difficulty when taxes are owed on income recognized from stock option exercise and RSU vesting. To address this problem, the Tax Cuts & Jobs Act introduced an income-deferral opportunity for certain types of stock compensation at private companies. These "qualified equity grants" are now provided by the Section 83(i) of the tax code.
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Reporting Company Stock Sales 2019 UPDATES!
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