A sample flow chart explaining how to report sales of shares acquired under RSAs on IRS Form 8949.
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ESPP Qualifying Disposition Survey
ESPP Disposition Survey
Cost Basis Cheat Sheets
ISO/ESPP Flow Charts: Section 6039 Flow Charts
Sample FAQs on Cost-Basis Reporting
Determining If an 83(B) Election Is Right for You
Form W-2 Reporting Checklist for Stock Compensation
Sample Grant Cover Letter - Award
Sample Email Notice of Online Grant
Sample Grant Notice--Three Things You Need to Know About Your Grant
Sample Disqualifying Disposition Survey for ISOs
ISO Disqualifying Disposition Notice
Disqualifying Disposition Survey for ESPP
Cost-Basis Reporting Examples for ESPPs
Cost-Basis Reporting Example for RSUs
Cost-Basis Reporting Flow Chart for NQSO
Cost-Basis Reporting Flow Chart for RSU (without Deferral)
Cost-Basis Reporting Flow Chart for RSU (with Deferral)
Cost-Basis Reporting Examples for NQSOs
Cost-Basis Reporting Examples for ISOs
Sample Email: Five Things You Need to Know About Form 1099-B
Sample Email on Cost Basis
FAQs on FICA Taxes on RSUs for Retirement-Eligible Employees
Sample Employee Presentation on ESPP, Stock Options, and Awards
Sample Employee Presentation on RSUs
Example Form 3921 Electronic Return
Guide to Transferable Options
New RSU Program FAQ
Former Employee FAQ on Restricted Stock Units
Sample RSU Vest Employee Income/Tax Communication
Restricted Stock Election to Pay Taxes in Cash
Restricted Stock Tax Payment Election Form
Sample Email Notification Release of Vested Shares
Restricted Stock Units FAQ - global use
Stock Split FAQs
Restricted Stock Unit Vesting FAQ
Announcement of Restricted Stock Program
Sample FAQ on Restricted Stock
Restricted Stock Fact Sheet
Cover Letter - Restricted Stock Tax Report
Cover Letter - Quarterly Option Tax Report
Conversion Election Agreement - Restricted Stock into Restricted...
Restricted Stock Units - Deferral Election Agreement