Restricted Stock Basics
The myStockOptions Editorial Team
The taxation of RSUs generally resembles that of restricted stock but carries some important differences.
NQSO Basics
Bruce Brumberg
To make the most of nonqualified stock options (NQSOs), you must understand their taxation. Learn the tax basics of NQSOs in this video, which features clear and concise explanations by the editor-in-chief of myStockOptions.com. Running time: 2:58.
ESPP Basics
The myStockOptions Editorial Team
Your employee stock purchase plan may be one of the best benefits offered by your company. However, to appreciate the advantages of enrolling in the ESPP you must understand the tax consequences of participation. This article series explains the tax basics.
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ESPP Tax Returns
Bruce Brumberg and Lynnette Khalfani-Cox
Puzzled by your Form W-2, 1099-B, 3921, or 3922? Need to report sales of stock on Form 8949 and Schedule D? Tax returns involving income from stock options or ESPPs can be confusing. Recent changes in IRS reporting rules haven't helped. This article explains errors and nasty surprises to avoid.
NQSO Tax Returns
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.
NQSO Tax Returns
The myStockOptions Editorial Team
Ready or not, tax-return reporting has changed yet again for the 2020 tax season. Prepare yourself with this article. Our editorial team presents the key points you need to know for your federal tax return if you had income in 2019 from stock compensation.
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Reporting Stock Sales 2020 UPDATES!
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