Example Form 3921 Electronic Return

ESPP Qualifying Disposition Survey

ESPP Disposition Survey

ISO/ESPP Flow Charts: Section 6039 Flow Charts

Example 6039 FAQ for Employees

Form W-2 Reporting Checklist for Stock Compensation

FAQs for a New ESPP

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 Memo re: Form 3921

Example Memo to Employee re: Form 3922

Example Memo to Employees re: Form 3922 (transfer not at purchase)

Example Memo: Form 3921 Employee Communicaton

Example Form 3922 Electronic Return

Sample Completed Forms 3921

Sample Completed Forms 3922

Guide to Transferable Options

Sample 6039 Information Statements

Example Aggregate Forms 3921 and 3922

Sample RSU Vest Employee Income/Tax Communication

Cover Letter - Restricted Stock Tax Report

Cover Letter - Quarterly Option Tax Report