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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IRS 83(b) election restricted stock 30 days: operational filing checklist—Form 15620, certified mail, IRS address verification, employer copies, and proof of timely mailing.
How to file an 83(b) election: step-by-step IRS mailing guide with Form 15620, certified mail, cover letter template, campus addresses, and employer-copy checklist.
Official procedural guide to the IRS 30-day Section 83(b) rule for restricted stock: transfer-date clock, Form 15620, certified mail, IRC §7502 postmarks, and employer copies.
Step-by-step procedural guide to filing a Section 83(b) election: IRS Form 15620 model language, service-center mailing addresses, Certified Mail proof, and the 30-day deadline for restricted stock.
Interactive tool to calculate your exact 30-day IRS deadline and generate certified mailing instructions for your 83(b) election.
Generate your official 83(b) election letter with the correct IRS mailing address and a certified mail checklist to ensure you meet the 30-day deadline.
Step-by-step checklist for the IRS 30-day 83(b) deadline, including certified mail instructions, postmarking rules, and what to do if you miss it.
Step-by-step guide to filing a timely Section 83(b) election with the IRS: 30-day rule, what to send, sample language, copies for your employer, and common filing mistakes for restricted stock and early exercise.
Up-to-date IRS mailing directory and certified mail checklist for Section 83(b) filings, including instructions for non-US expats.
Interactive checklist and tools to file your IRS 83(b) election within 30 days on restricted stock—correct mailing address, Form 15620 draft, and Certified Mail proof.
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.