A summary of the provisions of the Tax Cuts & Jobs Act of 2017 that impact stock compensation.
The article by Computershare discusses the final cost-basis regulations issued in 2013 and explains how they apply to stock compensation.
The new cap on wages subject to Social Security tax in 2020, plus the IRS revises Form 1040--again.
Cost-Basis: Five Things Your Employees Need to Know
Cost Basis Reporting - Redux
Cheat sheets that explain how to calculate the cost basis of shares acquired under compensatory stock awards.
Sample FAQs on cost-basis reporting that stock plan administrators and others can use to develop FAQs for their stock plan participants.
Examples of Form 1099-B, Form 8949, and Schedule D for various scenarios involving shares acquired under an ESPP.
Everything you need to know about U.S. year-end tax reporting!
Basis Reporting by Securities Brokers and
Basis Determination for Stock; Final Rule.
Revenue procedure that exempts brokers from issuing a Form 1099-B for same-day sale exercises is specified conditions are met.
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