Tax Changes UPDATES!
The myStockOptions Editorial Team
Ready or not, tax-return reporting has changed yet again for the 2020 tax-return season. To prevent 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.
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 frequent recent changes in IRS reporting rules. This article explains errors to avoid when reporting stock compensation and stock sales on your tax return.
Restricted Stock Tax Returns
myStockOptions Editorial Team
Form 8949 and Sch. D diagrams! If you sold in 2019 any shares that you acquired from equity compensation or an ESPP, you will need to report the sale on the federal tax return that you file in 2020. Learn here what you must know to avoid expensive mistakes and unwanted IRS attention. Our annotated diagrams of Form 8949 and Schedule D can help you make sense of the reporting rules.
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ESPP Tax Returns
Bruce Brumberg and Lynnette Khalfani
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 has been increased by frequent recent changes in IRS reporting rules. This article explains errors to avoid when reporting stock compensation and stock sales on your tax return.
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.
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.
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Reporting Stock Sales 2020 UPDATES!
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