Tax Center

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

Stock options and RSUs are popular at startups and late-stage pre-IPO companies. However, shares in privately held companies typically lack liquidity and thus cannot be sold, creating difficulty when taxes are owed on the income recognized. To address this problem, the Tax Cuts & Jobs Act introduced an income-deferral opportunity for certain types of stock compensation at privately held companies in Section 83(i) of the tax code.

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.

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...

Here's a quick take on issues to be aware of when preparing your federal tax return. In brief, there are two types of changes to be aware of during the 2019 tax season...

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...

There is no simple answer to questions involving the taxation of mobile employees. Generally, each state you live in determines what income is taxable and when. For administrative ease, many companies...

At a minimum, when you exercise your stock options, your company will withhold taxes at the required federal withholding rate for supplemental income. However, depending on your income, this minimum withholding may not be enough. If so, you will need to...