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.
A technical breakdown of IRS Publication 525 rules for RSUs, explaining ordinary income withholding, W-2 reporting, and how to avoid double taxation on Schedule D.
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 on using IRS Publication 525 to adjust RSU cost basis on Form 8949 to prevent double taxation when brokers report $0 basis on Form 1099-B.
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.
How to use IRS Pub 525 to set RSU cost basis on Form 8949, correct $0 Form 1099-B imports, and avoid double taxation when you sell 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.
How IRS Publication 525 governs RSU taxation at vest, maps wages to Form 1040, and how to reconcile Form 8949 basis so Schedule D does not double-tax vest income already on your W-2.