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.
What you need to know about how employees should report sales of stock acquired under stock plans on their tax returns and three things you can do to help employees avoid mistakes.
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
Cheat sheets that explain how to calculate the cost basis of shares acquired under compensatory stock awards.
This presentation are a set of example sample flow charts that explain how employees should use the information in Forms 3921 and 3922 to report ISO and ESPP transactions on their tax returns. There are separate flow charts for situations where the 1099 reporting is unknown, is known to be net of fees, and is known to not be net of fees.
Sample FAQs on cost-basis reporting that stock plan administrators and others can use to develop FAQs for their stock plan participants.
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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