We are delighted to host a webcast presentation by Bruce Brumberg, founder of myStockOptions.com and NASPP Advisory Board Member.
This tax season has more potential than ever for confusion, uncertainty, more questions and expensive mistakes due to the changes in IRS forms and requirements. These include the expansion of Form 1099-B, the revised Form 8949, and the revised Schedule D for reporting stock sales. Employees, executives, and their advisors have tax reporting questions about the information on their W-2, what information should appear and where on their Form 1040, Form 8949, and Schedule D or how to make sense of Form 3922 for ESPPs and Form 3921 for ISOs.
By attending this session, you will learn about:
> The expanded 1099-B and revised Form 8949 and Schedule D, along with cost basis reporting changes in 2014
> The most common questions asked and costly mistakes made by employees related to tax return reporting
> Pitfalls that may cause unwanted IRS attention
> Tax law changes recently adopted and proposed that apply to stock compensation
> Independent resources to help you and your employees, including the myStockOptions.com Tax Center that features annotated diagrams of the key tax forms.