Global Tax Guide
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Below is a selection of recently added and updated content at myStockOptions.com. |
ARTICLES, FAQs, VIDEOS
Our core content sections, organized by topic
- myStockOptions Tax Center
- Basics
- Restricted Stock, RSUs, Performance Shares
- ESPPs
- NQSOs
- ISOs & AMT
- Stock Appreciation Rights
- Financial Planning
- Job Events
- Life Events
- Mergers & Acquisitions
- SEC Law & Rule 10b5-1 Trading Plans
- Pre-IPO & Going Public
LEARNING CENTER
Our new course on pre-IPO equity comp joins our popular self-study courses and exams for CFP, CEP, and CPWA/CIMA continuing education credits
WEBINAR CHANNEL
Upcoming webinars and past webinars available on demand at the myStockOptions Webinar Channel
PODCASTS
Brief, lively audio recordings on important topics in equity compensation, available at myStockOptions.com, Apple App Store, and Google Play Music
GLOSSARY
Recent additions include moonshot award and RSU gain offset
GLOBAL TAX GUIDE
Important updates in China, Ireland, the United Kingdom, and the United States
ASK THE EXPERTS
Selected questions from Premium Members of myStockOptions.com
NONQUALIFIED DEFERRED COMPENSATION
The latest additions and updates at our sibling website myNQDC.com.
Form 8949 and Sch. D diagrams! How To Report Sales Of Company Stock On Your Tax Return
Tax Season 2023: What You Must Know About Reporting Rules
12 Tax-Return Mistakes To Avoid With Stock Options And ESPPs
Restricted Stock & RSUs: 10 Mistakes To Avoid On Your Tax Return
NQSOs: Tax-Return Tips And Traps
ISOs: Tax-Return Tips And Traps
4 Big Tax-Return Mistakes To Avoid With Stock Options, RSUs, And Stock Sales
What's new for the 2023 tax-return season?
What do I need to know about the information on IRS Form 3922 for ESPPs?
What do I need to know about the information on IRS Form 3921 for incentive stock options?
What are the biggest mistakes related to stock options I can make on my tax return, and how can I avoid them?
What are the biggest mistakes with restricted stock or RSUs that I can make on my tax return, and how can I avoid them?
What are the biggest mistakes related to my employee stock purchase plan that I can make on my tax return, and how can I avoid them?
What are the biggest mistakes related to stock appreciation rights (SARs) that I can make on my tax return, and how can I avoid them?
What are capital gain and capital loss? What are the tax rates on capital gains?
When my restricted stock or RSUs vest, will I need to make estimated tax payments?
After I exercise NQSOs, will I need to make estimated tax payments?
If I exercise ISOs and hold the stock (triggering AMT for the spread) or sell the stock in a disqualifying disposition, will I need to make estimated tax payments?
If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?
If I purchase shares in my company's ESPP or sell the stock in a disqualifying disposition, will I need to make estimated tax payments?
What are the federal tax-withholding rates on stock compensation? Can my company use a different rate?
I'm a US citizen living and working outside the United States. Do I pay US taxes on income from stock compensation and stock sales? Can I avoid double taxation?
If I file an extension to complete my tax return after the IRS deadline, are there any mistakes I should avoid that involve stock compensation income?
Return to table of contents
Do equity awards really motivate employees?
Why do companies grant stock options, restricted stock, and other equity awards? Do surveys show that employees really value them?
How many people have or are eligible for stock options, restricted stock/RSUs, or ESPPs?
What do surveys report about equity compensation granted by multinational companies to employees outside the United States?
Restricted Stock & RSUs: 10 Mistakes To Avoid On Your Tax Return
What are the biggest mistakes with restricted stock or RSUs that I can make on my tax return, and how can I avoid them?
What, when, and how are the taxes withheld from my restricted stock or RSUs?
Will the amount of tax withheld at my restricted stock (or RSU) vesting cover the amount of tax that I am required to pay when I file my tax return?
When my restricted stock or RSUs vest, will I need to make estimated tax payments?
IRS Form 3922 For ESPPs: What You Need To Know, And How It Can Help You Understand ESPP Taxation
12 Tax-Return Mistakes To Avoid With Stock Options And ESPPs
What are the biggest mistakes related to my employee stock purchase plan that I can make on my tax return, and how can I avoid them?
12 Tax-Return Mistakes To Avoid With Stock Options And ESPPs
NQSOs: Tax-Return Tips And Traps
What are the biggest mistakes related to stock options I can make on my tax return, and how can I avoid them?
Will the amount of tax withheld at NQSO exercise cover the amount of tax that I am required to pay when I file my tax return?
After I exercise NQSOs, will I need to make estimated tax payments?
Is the spread at exercise of a nonqualified stock option subject to Social Security and Medicare taxes?
12 Tax-Return Mistakes To Avoid With Stock Options And ESPPs
ISOs: Tax-Return Tips And Traps
IRS Form 3921 For Incentive Stock Options: What You Need To Know, And How It Can Help You Understand ISO Taxation
Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation And Alternative Minimum Tax
7 ISO Strategies That Can Help Minimize Alternative Minimum Tax
Dr. Strange Tax, Or: How I Learned To Stop Worrying And Love The AMT
How do you calculate the alternative minimum tax?
Is there a way to determine how many ISOs I can exercise and hold without triggering the AMT?
How do you calculate AMT trigger points? For example, if my spouse and I earn $200,000 in 2023, will we trigger the AMT when I exercise ISOs?
If I exercise ISOs and hold the stock (triggering AMT for the spread) or sell the stock in a disqualifying disposition, will I need to make estimated tax payments?
What are the biggest mistakes related to stock appreciation rights (SARs) that I can make on my tax return, and how can I avoid them?
When I exercise my stock appreciation rights (SARs), will the amount of tax withheld cover the amount of tax that I must pay when I file my tax return?
If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?
NEW! 6 Pro Tips For Navigating Volatility With RSUs And Stock Options
NEW! Selling Stock At Year-End To Harvest Losses? Don't Get Tangled In The Wash-Sale Rule
NEW! Leading Financial Advisors Unbox Year-End Planning Amid Down And Volatile Markets Of 2022
Making Donations Of Company Stock
Making Gifts Of Company Stock
Gifts: Save On Estate Taxes With Transferable Stock Options
What is the tax treatment for gifts of company stock?
Advisors, Have You Heard About MSO Pro?Tools to track and model grants for multiple clients, and proactive communications to build relationships. Selected by CPA Wealth Provider Magazine as one of the best new financial-planning products. Click here for more information.
WEBINAR! Negotiating Equity Compensation: How Advisors Can Help Clients
NEW! My company's recruiter promised me a stock grant at hire, but I was mistakenly left off the list of employees getting equity awards that the board needed to approve. How can my company fix the error?
How common are noncompete provisions in stock grants? What activities can trigger a noncompete provision?
Your Stock Grants May Come With Strings Attached
Retirement Planning With Stock Options And RSUs (Part 1: Pre-Retirement)
Strategic Planning With Roth IRAs And Stock Compensation (Part 1)
Stockbrokers' Secrets: Retirement Planning With Stock Compensation (Part 2)
Funding Your Child's College Education With Stock Options And Other Stock Grants (Part 3)
How do stock grants affect Roth IRA contributions and conversions?
To seek financial aid for children's college tuition, I report income and assets on the Free Application for Federal Student Aid (FAFSA). Should I list my stock grants? At what value?
WEBINAR! 10b5-1 Trading Plans & Other SEC Rules Advisors Need To Know
NEW! How 10b5-1 Plans Can Help You Build Wealth And Avoid Insider Trading With Your Company Stock
Has the SEC adopted new requirements for 10b5-1 plans? Are these plans controversial?
What are best practices for Rule 10b5-1 trading plans?
Can an acquisition of my company accelerate the vesting of my stock options?
WEBINAR! Stock Comp Financial Planning For Private Company Employees: From Startup To IPO Or Acquisition
NEW! Negotiating Equity Compensation: How Advisors Can Help Clients
NEW! 10b5-1 Trading Plans & Other SEC Rules Advisors Need To Know
NEW! Stock Comp Financial Planning For Private Company Employees: From Startup To IPO Or Acquisition
NEW:
Compliance Concerns That Executives Must Understand To Prevent SEC, IRS, And Corporate Problems
Restricted Stock Units After An Acquisition: Know What Could Happen
Our podcasts are available on our website, at iTunes, and at Google Play Music.
NEW:
inflight award
mega grant
moonshot award
reserved share program
RSU gain offset
UPDATES:
China
Ireland
United Kingdom
United States
NEW:
I have to sell my company stock for tax purposes and also need the money. However, my company tells me I cannot because I know material nonpublic information (MNPI). They tell me that selling it would be insider trading even though this is not during a regular closed trading window/blackout period. This seems unfair, as my selling is not motivated by the MNPI. Would selling the stock really be insider trading? Would the SEC or a prosecutor come after me?
A sample of the latest major additions and updates at our separate website myNQDC.com, a comprehensive online resource on nonqualified deferred compensation:
UPDATES! What's new for the 2023 tax-return season?
UPDATES! Can I put more away with a nonqualified deferred compensation plan than with a 401(k) plan? What are the limits?
NEW! Is my NQDC informally funded so that money will be available to pay me when the time comes for distributions?
UPDATES! How do I fit nonqualified deferred compensation into my financial plan?
UPDATES! How can my company use corporate-owned life insurance to fund its NQDC obligations?
UPDATES! When is a furlough or leave of absence a termination of employment under my NQDC plan?
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TO CONTACT THE EDITORS: editors@mystockoptions.com
TO LICENSE OUR CONTENT: sales@mystockoptions.com