Tax Center

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 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.

Understand the basic tax-reporting requirements of stock options. This article reviews what you need to report on your tax return.

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.

Major changes have occurred in the tax reporting for stock sales during the past few years, making accurate tax-return reporting more complex and difficult...

Capital gain is income that arises from the sale of a capital asset. Gain from the sale of securities held for investment, such as shares acquired from stock compensation...

Generally, each state you live in determines what income is taxable and when. For administrative ease, many companies...

The amount of your capital gain is the difference between your sales price and your tax basis in the stock. However, with stock from equity compensation, your tax basis can be harder to determine. It is...

You are taxed only at sale, not when the shares are purchased. However, the rules for ESPP taxation are more confusing...

A disqualifying disposition occurs when you sell or otherwise...

To get favorable long-term capital gains treatment...

The timing of taxation is different than that of stock options. You pay tax at the time the restrictions on the stock lapse. This occurs when...