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4th QUARTER 2018 |
ARTICLES, FAQs, VIDEOS, AND QUIZZES
Our core content sections, organized by topic
- Tax Season 2019
- 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
PODCASTS
Brief, lively audio recordings on important topics in equity compensation, available at myStockOptions.com, iTunes, and Google Play Music
GLOBAL TAX GUIDE
Important updates in Belgium and France
GLOSSARY
Recent additions include FIRE System and Qualified Equity Grant
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.
The myStockOptions.com Blog is a great way to keep up with new developments in equity compensation and with the frequently updated content of myStockOptions.com. You can also follow us on Twitter.
NEW! Tax Season 2019: What You Need To Know About The New Reporting Rules And Tax Rates
Form W-2 diagrams How Is Stock Compensation Reported On Form W-2?
Form 8949 and Sch. D diagrams! How To Report Sales Of Company Stock On Your Tax Return
12 Tax-Return Mistakes To Avoid With Stock Options And ESPPs
Restricted Stock & RSUs: 10 Mistakes To Avoid On Your Tax Return
Avoid Overpaying Tax On Stock Sales: Understand Forms 1099-B And 8949 For Tax-Return Reporting
NQSOs: Tax-Return Tips And Traps
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
IRS Form 3922 For ESPPs: What You Need To Know, And How It Can Help You Understand ESPP Taxation
What's new for the 2019 tax-return season?
What are some major issues to be aware of when reporting stock sales on my tax return? Why have these issues arisen?
What are the top 10 questions I should ask about the reporting of stock sales on my tax return?
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 gains and capital losses? What are the capital gains tax rates?
What tax statement will I receive from my broker after a sale of company stock? What key facts should I know about it?
What is the cost basis for calculating gains on my tax return after I sell stock acquired from stock options, restricted stock/RSUs, performance shares, or ESPPs?
How have IRS Form 1099-B and cost-basis reporting changed for sales of stock acquired from my stock options, restricted stock, or ESPP? What do I need to do differently?
What if the wrong cost basis is reported on my 1099-B? How do I report the right cost basis on Form 8949 of my tax return?
In the cost basis I use to report sales of company stock on my tax return, what part comprises the W-2 income from stock compensation or an ESPP?
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?
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 federal tax-withholding rates on stock compensation? Can my company use a different rate?
When my restricted stock or RSUs vest, will I need to make estimated tax payments?
Do the restricted stock/RSU tax rules, withholding, and tax-return reporting differ if I am an independent contractor, a consultant, or an outside director and not an employee?
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?
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 biggest mistakes related to stock options I can make on my tax return, and how can I avoid them?
Is the spread at exercise of a nonqualified stock option subject to Social Security and Medicare taxes?
What are the federal tax-withholding rates on stock compensation? Can my company use a different rate?
After I exercise NQSOs, will I need to make estimated tax payments?
Do the NQSO tax rules, withholding, and tax-return reporting differ if I am an independent contractor, consultant, or outside director and not an employee?
What are the biggest mistakes related to stock options I can make on my tax return, and how can I avoid them?
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?
How do you calculate the alternative minimum tax?
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?
If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?
Six Ways Tax Reform Affects Your Stock Compensation And Financial Planning
The Impact Of Tax-Law Changes On Stock Option And Restricted Stock Strategies
Making Gifts Of Company Stock
Making Donations Of Company Stock
Gifts: Save On Estate Taxes With Transferable Stock Options
What is the tax deduction for donations of my company stock?
What is the tax treatment for gifts of company stock?
How would my stock options be valued and taxed for estate-tax purposes upon my death?
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Stock Option Terms: What You Can Expect
NEW! Your Retirement Plan: How To Integrate Stock Compensation
NEW! Maximize Your Social Security Benefits With Stock Compensation
After I retire, will my company let my stock options or restricted stock continue to vest, or will it accelerate the vesting?
What is insider trading? Do you have to be an insider or executive to commit it?
Do the rules of insider trading and tipping apply only in business contexts? Do they also apply to what I tell friends and family?
How widely used are Rule 10b5-1 trading plans? Is survey data about their use available?
Restricted Stock Units After An Acquisition: Know What Could Happen
Private Company Stock Options And RSUs: 10 Facts To Know About The New Tax-Deferral Opportunity
Has there been a tax-law change for stock options and restricted stock units (RSUs) in privately held companies?
NEW:
How Tax Reform Affects Your Stock Compensation And Financial Planning
How Tax Reform Affects Year-End Planning For Equity Comp And Company Shares
The Great Drawdown: How To Optimize Stock-Based Compensation For Retirement Planning
Divorce: What Happens To My Stock Compensation?
Compliance Concerns That Executives Must Understand To Prevent SEC, IRS, And Corporate Problems
Stock Option Terms: What You Can Expect
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:
FIRE System
Qualified Equity Grant
NEW:
Luxembourg
UPDATES:
Belgium
France
NEW:
Will I have to pay capital gains tax if I sell my RSU shares for less than they were worth when I got them?
I've received stock options before, but now I'm being granted restricted stock units (RSUs). What are RSUs and how do they work?
What happens to my exercised stock options if my private company is acquired?
A sample of the latest major additions and updates at our separate website myNQDC.com, a comprehensive publication about nonqualified deferred compensation:
NEW! Advantages To Pre-Tax Deferral Of Income After Tax Reform
NEW! Make The Most Of Social Security Benefits With NQDC Distributions
What's new for the 2019 tax-return season?
What are the 2019 adjustments to the IRS limits for qualified retirement plans that affect nonqualified deferred compensation?
What are the most recent tax changes that affect nonqualified deferred compensation?
How do I fit nonqualified deferred compensation into my financial plan?
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