Global Tax Guide
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Below is a selection of recently added and updated content at myStockOptions.com. |
ARTICLES, FAQs, VIDEOS, AND QUIZZES
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
New course and exam, Taxation & Tax Reporting, joins six others for CFP, CEP, CIMA, and CPWA continuing education credit
PODCASTS
Brief, lively audio recordings on important topics in equity compensation, available at myStockOptions.com, Apple App Store, and Google Play Music
GLOBAL TAX GUIDE
Important updates in Chile and the United Kingdom
GLOSSARY
Recent additions include auto-cancel option and make-whole 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.
What is capital gain and capital loss? What are the tax rates on capital gains?
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?
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?
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 purchase shares in my company's ESPP or sell the stock in a disqualifying disposition, 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?
Are there any strategies for paying estimated taxes on income from stock options and restricted stock?
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?
In what ways can I pay my taxes if I don't have the money to pay them with my tax return?
Return to table of contents
NEW! What To Do With Your Just-Vested Shares After Your Company's Stock Price Drops
NEW! How Employee Stock Purchase Plans Offer Special Benefits In Down And Volatile Markets
NEW! 7 Things To Know When You Sell Company Stock To Raise Cash
Stockbrokers' Secrets: Equity Compensation Strategies For Volatile Markets
Does vesting continue while I am on a leave of absence, sabbatical, or furlough?
What approaches do companies apply to underwater stock options?
What do surveys and examples reveal about the effects of expensing, stock market trends, and other developments on equity compensation?
I am an hourly employee. Does my gain from option exercise or restricted stock/RSU vesting count in computing overtime?
NEW! What To Do With Your Just-Vested Shares After Your Company's Stock Price Drops
Performance Shares (Part 2): Grant Structure, Expiration, And Job Events
Can restricted stock and performance shares go underwater?
How do I make a timely and complete Section 83(b) election?
When my restricted stock or RSUs vest, will I need to make estimated tax payments?
NEW! How Employee Stock Purchase Plans Offer Special Benefits In Down And Volatile Markets
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?
Can my company use the IPO price as its ESPP's grant-date price?
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?
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?
NEW! What To Do With Your Just-Vested Shares After Your Company's Stock Price Drops
NEW! 7 Things To Know When You Sell Company Stock To Raise Cash
Stockbrokers' Secrets: Equity Compensation Strategies For Volatile Markets
Are there any strategies for paying estimated taxes on income from stock options and restricted 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.
Job Loss And Your Stock Grants (Part 1): Options, Restricted Stock, And ESPPs
Job Loss And Your Stock Grants (Part 2): Changes Of Employment Status, Post-Termination Tax, Severance
Do companies grant stock options or restricted stock to directors? Any survey data on director grants?
Does vesting continue while I am on a leave of absence, sabbatical, or furlough?
After I retire, will my company let my stock options or restricted stock continue to vest, or will it accelerate the vesting?
Do stock option plans treat early retirement differently from ordinary retirement?
NEW! Insider Trading: How To Stay Out Of Trouble
Is it possible to violate insider-trading laws by terminating or modifying my Rule 10b5-1 trading plan?
How do change-of-control and trigger provisions in stock plans generally work to accelerate vesting?
Can my company use the IPO price as its ESPP's grant-date price?
NEW:
Basics Of Financial Planning With Stock Compensation And Company Shares
Your Retirement Plan: How To Integrate Stock Compensation
Our podcasts are available on our website, at iTunes, and at Google Play Music.
NEW:
auto-cancel option
make-whole grant
UPDATES:
Chile
United Kingdom
NEW:
When I exercised my stock options and my restricted stock units vested, the shares did not show up in my brokerage account that day. By the time they did appear, a few days later, my company's stock price had fallen because of market volatility. However, for my taxable income and the withholding calculation, the company used the stock price on the date of exercise and vesting. Why don't the delay and the price drop affect those taxes?
A sample of the latest major additions and updates at our separate website myNQDC.com, a comprehensive publication about nonqualified deferred compensation:
UPDATES! What if I have a financial or medical hardship? Can I get a distribution?
UPDATES! What happens if my company refuses to pay my distributions or other conflicts arise?
UPDATES! What are the 2020 adjustments to the IRS limits for qualified retirement plans that affect nonqualified deferred compensation?
NEW! What is IRS Form W-4 and how does it apply to withholding from 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
UPDATES! Participant Viewpoint: My Investment And Risk Management Strategies For Nonqualified Deferred Compensation
UPDATES! Tax Reform: Good Or Bad For Pretax Compensation Deferral?
UPDATES! Tax Reform And The Impact On Nonqualified Deferred Compensation Plans
UPDATES! Future Higher Tax Rates Would Not Reduce The Current Appeal Of Nonqualified Plans
UPDATES! What are the most recent tax changes that affect nonqualified deferred compensation?
UPDATES! How do I fit nonqualified deferred compensation into my financial plan?
UPDATES! I plan to move. What if I live in a different state at distribution than the state where I worked? How is the distribution taxed?
UPDATES! Can I put more away with a nonqualified deferred compensation plan than with a 401(k) plan? What are the limits?
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TO LICENSE OUR CONTENT: sales@mystockoptions.com