Technical deep-dives on equity compensation taxation
Our comprehensive guides cover every aspect of stock options taxation, including RSU (Restricted Stock Units), ISO (Incentive Stock Options), NSO (Non-Qualified Stock Options), ESPP (Employee Stock Purchase Plans), 83(b) elections, and international tax planning strategies for tech professionals with equity compensation.
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Equity compensation is a significant part of total compensation for tech professionals, but the tax implications can be complex. Our guides cover the essential topics including:
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Showing 6 guides in Strategies & advanced topics
Expert guide on calculating correct cost basis for RSUs, ISOs, NSOs, and ESPPs. Learn why your 1099-B is wrong, how to use Form 8949 adjustment codes, and how to fix already-filed returns to avoid paying tax twice on equity compensation income.
Simple guide to Form 1099-B when you have stock options or RSUs. Learn why the cost basis might be wrong, how to fix it, and avoid double taxation.
Decode Form W-2 Box 14 labels for RSUs, options, and ESPP: how they relate to Boxes 1 and 12, broker 1099-B basis, and common employer-specific codes.
RSUs are not taxed twice on the same dollars when you track basis correctly. Learn vest vs sale taxation, W-2 income, stepped-up basis, sell-to-cover, and 1099-B mistakes that feel like double tax.
Step-by-step: map RSU vesting from Form W-2 to Form 1040, fix cost basis on Form 8949 and Schedule D, and avoid double taxation. For tech employees filing after RSU vesting.
Practical filing walkthrough for vested RSU shares: reconcile Form 1099-B with W-2 wage basis, pick the right Form 8949 box, use adjustment codes, compute holding period from acquisition, and carry totals to Schedule D without double taxation.