Life Events: Death Taxes

When someone dies with a restricted stock grant, do tax withholding and reporting apply if the vesting is accelerated or allowed to continue? This is premium content

The acceleration and vesting trigger ordinary income. Whether this is W-2 income and taxes are withheld, or whether it is 1099 income, depends on...
For access to this answer, please sign in or register.
Not Yet a Member?

This feature is a benefit of Premium membership.

Registering as a Premium member will give you complete access to our award-winning content and tools on stock options, restricted stock/RSUs, SARs, and ESPPs.

Who becomes a Premium Member? See our long list of paid subscribers.

Are you a financial or wealth advisor? Learn more about MSO Pro Membership.

View Homepage

Questions or comments? Email support or call (617) 734-1979.
We've updated our Privacy Policy, and this site uses cookies. Read the Privacy Policy to learn more.