The Nonqualified Stock Option Plan now allows certain plan participants to transfer their vested nonqualified options to family members. This communication outlines the purpose, tax consequences to U.S. optionees and procedures to transfer your options if you, upon the advice of your financial and/or tax advisor, determine that a transfer is appropriate for you. This outline is not intended to be exhaustive and does not address the taxation of options under the laws of any state, municipality or any non-U.S. jurisdiction in which you may reside.
ESPP Qualifying Disposition Survey
ESPP Disposition Survey
ISO/ESPP Flow Charts: Section 6039 Flow Charts
Form W-2 Reporting Checklist for Stock Compensation
Sample Disqualifying Disposition Survey for ISOs
ISO Disqualifying Disposition Notice
Disqualifying Disposition Survey for ESPP
Restricted Stock Flow Charts: Cost-Basis Reporting Flow Chart fo...
FAQs on FICA Taxes on RSUs for Retirement-Eligible Employees
Example Form 3921 Electronic Return
Sample RSU Vest Employee Income/Tax Communication
Cover Letter - Restricted Stock Tax Report
Cover Letter - Quarterly Option Tax Report