Search results for: "estimated taxes"

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UPDATES! Are there any strategies for paying estimated taxes on income from stock options and restricted stock? Estimated-tax payments for the tax year are typically due on the 15th of April, June, and September and on January 15 of the following year. If you are paying estimated taxes, one strategy is that just after the start of an estimated-tax period you can...
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UPDATES! When my restricted stock or RSUs vest, will I need to make estimated tax payments? At a minimum, when the restricted stock vests your company will withhold taxes at the required federal withholding rate for...
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UPDATES! If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments? At a minimum, at the time of your SARs exercise your company will withhold taxes from the proceeds at the required federal withholding rate for supplemental income. However, depending on your income, this minimum withholding may not be enough. If so, you will need to...
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UPDATES! 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? You need to pay enough tax during the year through withholding or estimated tax payments to avoid penalties and interest. The tax that has to be paid includes...
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UPDATES! 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? You need to pay enough tax during the year through withholding or estimated tax payments to avoid penalties and interest. The tax that has to be paid includes any AMT attributable to the exercise of ISOs or any ordinary income from a disqualifying disposition. In these ISO situations, your employer does not...
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UPDATES! After I exercise NQSOs, will I need to make estimated tax payments? At a minimum, when you exercise your stock options, your company will withhold taxes at the required federal withholding rate for supplemental income. However, depending on your income, this minimum withholding may not be enough. If so, you will need to...
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What are the ISO withholding rules? Unlike with NQSOs, there is no federal income tax withholding at...
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UPDATES! 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 any tax year, stock compensation income, such as from an NQSO exercise, an ISO or ESPP disqualifying disposition, or the vesting of restricted stock, can raise your income tax and make your return complex. Mistakes include not paying taxes owed with...
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UPDATES! 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? In some ways they are similar, though different if you were an employee at the time of grant. The tax treatment of NQSOs is...
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UPDATES! 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? In some ways they are similar. The tax treatment of restricted stock is the same for everyone. The reporting and withholding income is different. If you are an employee...
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