NASPP Education Director Kathleen Cleary talks about key steps to accurate and successful year-end tax reporting. This episode preludes the NASPP webcast, "Annual Tax Reporting Webcast" (December 1, 2015).
Notice 2020-65: Relief with Respect to Employment Tax Deadlines ...
Instructions to Form 1099-MISC and Form 1099-NEC
General Instructions to Form 1099
Instructions to Forms W-2 and W-3
IRS Extends Relief on Tax Deposits to RSUs and SSARs
IRS Guidance on Timing of Income Inclusion and Tax Withholding f...
IRM Procedural Update: Waivers $100,000 Next Business Day Rules ...
GLAM 2020-004: Income Inclusion and Application of FICA and FIT ...
Transcript: Retirement Eligibility Survival Guide
Retirement Provisions for RSUs
Excess Tax Withholding: What You Need to Know
IRS Publication 15: Employer's Tax Guide
IRS Publication 15-B: Employer's Tax Guide to Fringe Benefits
Current Withholding Rates
FAQs on Form W-2 and 1099 Reporting for Equity Compensation
Taxation of Stock-Settled SARs
US Tax Withholding and Reporting for Stock Compensation
Ninth Circuit Redo in Altera Upholds Treasury Regulation on Stoc...
Ninth Circuit Upholds Cost-Sharing Regulations in Altera
IRS Issues Guidance on New Section 83(i)
Figuring Out Section 6039 Filings
Tax Changes for 2019
Form W-2 Reporting Checklist for Stock Compensation
IRS Clarifies Role of Gross-Ups When Taxes Are Assessed on an Ea...
Program Manager Technical Advice 2018-015
Sample Disqualifying Disposition Survey for ISOs
ISO Disqualifying Disposition Notice
Disqualifying Disposition Survey for ESPP
IRS Releases Additional Guidance on 2018 Wage Withholding
Transcript: Tax Reform: What's the Final Word?
Tax Changes for 2018
Major US Tax Reform Will Impact Stock Compensation
Transcript: U.S. Tax Withholding and Reporting for Stock Compens...
Employment Tax Considerations for Equity Plans as T+2 Takes Effect
Transcript: Money Talks: Cash Awards
IRS Publishes Audit Techniques Guide for Golden Parachute Payments
Transcript: The Rules Are In! ASC 718 Simplified...Sort Of?
Golden Parachute Payments--Audit Techniques Guide for Large Busi...
IRS Proposes Regulations Under Section 409A
Option Transfers for Estate Planning
ISO/ESPP Flow Charts: Section 6039 Flow Charts
Restricted Stock Flow Charts: Cost-Basis Reporting Flow Chart fo...
IRS Filing and Reporting Requirements for ISO Exercises and ESPP...
Instructions to Forms 3921 and 3922
Rev. Proc. 2012-29 – Election to Include in Gross Income in Year...
Mobile Workforce State Income Tax Simplification Act – PwC (12/2...
FAQs on FICA Taxes on RSUs for Retirement-Eligible Employees
IRS Information Letter 2012-0063 (Increased Withholding on Suppl...
Employer Rules for Withholding the New 0.9% Medicare Tax
Example Form 3921 Electronic Return
Guide to Transferable Options
New IRS Filing and Reporting Requirements for ISO Exercises and ...
Accelerated Taxation of Deferred Compensation Under Section 457A...
New Rules for ESPPs and Reporting ISO and ESPP Share Transactions
Sample RSU Vest Employee Income/Tax Communication
Revised FAQs Regarding Section 6039 Reporting and Final Regulati...
Cover Letter - ESPP Tax Report
Treasury Issues Final Regulations under Section 6039
Regulation §31.3402(g)-1 – Supplemental Wage Payments
Regulation §31.3401(a)-1 – Collection of Income Tax at Source
Regulation §1.6041-2 – Return of information as to payments to e...
Tax Consequences of Noncompliance with Requirements of Section 4...
Notice 2008-115: Reporting and Wage Withholding Under Internal R...
Failure to Pay Over Payroll Taxes Could Land You in Jail
10 Reasons to Implement Net Exercise
Potential Tax Problems for Restricted Stock Held by Retirement-E...
New York State Alters Tax on Stock-Based Compensation
ESPP Qualifying Disposition Survey Template
The Section 409A Survival Guide: A Comprehensive Deferred Compen...
Section 409A Rewrites the Rules on Severance Pay and Benefits
IRS Issues Final Regulations on Tax Withholding for Supplemental...
Stock Options in Divorce
Tax Withholding on Option Exercises Subsequent to Divorce
Cover Letter - Restricted Stock Tax Report
Cover Letter - Quarterly Option Tax Report
Rev. Rul. 2004-60 - Taxation of Stock Options and NQDC in Divorce
Arizona Individual Income Tax Ruling
IRS Field Directive on Assertion of Penalty for Failure to Depos...
Rev. Proc. 2002-50: Form 1099-B Filing Exemption for Same-Day Sales
Rev. Rul. 2002-22
Year End U.S. Tax Statements
Rev. Rul. 98-21 – Taxation of gifts of employee stock options fo...
Rev. Proc. 98-34 – Valuing gifts of employee stock options for e...
Wisconsin Treatment of Stock Options
#69: Release Secrets Unlocked with Raul Fajardo and Don Gillotti from Certent
Best Practice Tips for a Smooth ReleaseRead More
#46: Five Things to Watch in 2017
NASPP Executive Director, Barbara Baksa, discusses five things you should have on your radar in 2017.Read More
#45: Five Things You Need to Know About W-2 Box 11
Barbara Baksa, our NASPP Executive Director, talks about the nuances of reporting tax withholding information in Box 11 of Form W-2. Read More
#5: Proposed Tax Reform - What You Need to Know
The House Ways and Means Committee has released a proposal for tax reforms. Bill Dunn of PwC talks about what this means to stock compensation and what to watch for in the comin...Read More