Tax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.
Dividends can meaningfully add to the value of your equity awards and company-stock ownership. This article series looks at the effects of dividends on your planning for stock options and restricted stock. Part 1 explains basic dividend rules.
Dividends can meaningfully add to the value of owning company shares. This article series presents the effect that dividends have on financial planning for stock grants. Part 2 looks at dividend strategy.
Podcast included! When your stock options vest, you need a strategy to make the most of their wealth-building value. However, no single strategy fits everyone. This article discusses various approaches to planning your option exercises.
This extensive IRS guide covers many topics related to reporting income and expenses from investments, including dividends (Chapter 1), capital gains (Chapter 4), and interest on loans (Chapter 3).
Shares of restricted stock are issued to you and are outstanding in your name from the time of grant, though typically you cannot transfer them until vesting. Most stock plans...
Dividends that are earned on restricted stock are considered compensation income, which is reported on your W-2 (1099-MISC for nonemployees, such as directors). Once the shares vest, dividends are no longer compensation and instead become...
If you take out a margin loan from your brokerage firm, it can lend your shares to short sellers. If that stock pays a dividend while your shares are on loan, you will...
Maybe not. You are probably thinking that you can borrow money, such as with a margin loan, deduct this as an investment interest deduction, and net it against investment income...
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Strategies
Tax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.
Want to learn more about financial planning for equity compensation? Visit our podcasts page for interviews with some of our expert contributing authors.
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