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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RSU vesting often uses flat supplemental withholding; if that trails your marginal rate, adjust Form W-4 or pay estimated taxes to avoid April surprises.
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.
RSU 83(b): standard RSUs defer stock until vest—not RSAs or early exercise. IRC §83 transfers, Form 15620, Treas. Reg. §1.83-2 30-day rule; educational only.
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.
Technical guide aligning IRS Publication 525 with RSU vesting, ordinary income taxation on Form W-2, supplemental withholding, and cost-basis reporting on Form 8949.
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.
Step-by-step guide to reconciling W-2 Box 1 wages with Form 1099-B cost basis adjustments on Form 8949 so you do not double-tax RSU vest income already reported under IRS Publication 525.
How to use IRS Publication 525 rules to adjust your RSU cost basis on Form 1099-B and avoid paying double tax on your vested shares.
Interactive calculator to prevent double taxation by adjusting the cost basis of vested RSUs reported on IRS Form 8949. Fix $0 broker basis using vest FMV already on Form W-2.