Tax Changes UPDATES!
The myStockOptions Editorial Team
Tax season is here. Ready or not, tax-return reporting has changed yet again for the 2021 tax season, including the way you report capital gains, the alternative minimum tax (AMT), and estimated taxes. This article presents the key points you need to know for your federal tax return if you had income in 2020 from stock compensation and/or sales of company stock.
NQSO 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.
Restricted Stock 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 has been increased by recent changes in IRS reporting rules. This article explains errors to avoid when reporting stock compensation and stock sales.
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Restricted Stock Tax Returns
Bruce Brumberg
UPDATES! The stock-sale information provided by brokers on IRS Form 1099-B has changed. Cost-basis reporting, both for your broker on Form 1099-B and for you on your tax return, is now more complex, confusing, and vulnerable to errors. This article explains the crucial facts you must know to avoid overpaying tax or attracting unwanted IRS attention.
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.
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.
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Reporting Stock Sales 2021 UPDATES!
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