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 7 guides in Strategies & advanced topics
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.
How disqualifying ISO sales are taxed as wages for income tax but are carved out of FICA/FUTA wages under IRC §3121(a)(22). W-2 Box 12 Code V, Form 3921, basis, and when ISOs lose statutory status.
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.
Step-by-step guide to reconciling W-2 ordinary income and Form 1099-B cost basis adjustments for RSU sales to prevent double taxation.
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.
Interactive RSU tax basis calculator and Form 8949 guide for tech employees: fix $0 broker cost basis using vest FMV already on Form W-2, report adjustments, and avoid paying tax twice on RSU sales.