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Tax Reporting (USA)

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Taxation of Section 423 Qualified ESPPs
Resource | Published March 27, 2023

This article summarizes the tax treatment of ESPPs that meet the requirements of Section 423 and the …
Navigating Retirement Provisions and FICA for RSUs
NASPP Blog | Published March 22, 2023

How FICA taxation applies to RSUs that will be paid out on or after retirement and IRS rules that can …
Excess Tax Withholding: What You Need to Know
Resource | Published February 27, 2023

Can you accommodate employee requests for additional federal income tax withholding on their stock plan …
How to Report Equity Plan Transactions on Forms W-2 and 1099
NASPP Blog | Published January 4, 2023

Answers to your questions about how to report equity plan transactions on Form W-2, Form 1099-NEC, Form …
Administrators Corner: Auditing Tax-Related Data
Resource | Published December 16, 2022

Tax season is once again upon us, and it will soon be time to file Forms W-2, 1099, 3921, and 3922 with …
2022 Tax Reporting Essentials
Webcast | Published December 7, 2022

Confusing tax reporting rules and strict deadlines are a constant challenge for employers. Get the latest …
Social Security Wage Base Increases for 2023
NASPP Blog | Published October 14, 2022

The social security wage cap is increasing for 2023. Here's what you need to know about the wage cap …
Form W-2 Reporting Checklist for Stock Compensation
Resource | Published October 10, 2022

This checklist provides a box-by-box inventory of income from common stock plan transactions that must …
Sample FAQs on Cost Basis
Resource | Published October 7, 2022

Sample FAQs that explain how the cost-basis of shares acquired under equity compensation arrangements …
Sample Email on Cost-Basis Reporting
Resource | Published October 7, 2022

This is a sample email that could be sent to employees to warn them that the cost basis reported on their …
Cost Basis Cheat Sheets
Resource | Published October 3, 2022

Samples of one-page documents explaining the cost basis of different types of equity awards to …
FAQs on W-2 and 1099 Reporting for Restricted Stock and Units
Resource | Published July 15, 2022

This article answers commonly asked questions about reporting restricted stock and unit transactions …
FAQs on W-2 Reporting for ESPPs
Resource | Published May 18, 2022

This article answers commonly asked questions about reporting ESPP transactions on Forms W-2 and …
FAQs on W-2 and 1099 Reporting for Stock Options
Resource | Published May 18, 2022

This article answers commonly asked questions about reporting stock option transactions on Forms …
Tax Withholding and Reporting for US Stock Options
NASPP Blog | Published May 3, 2022

Learn the basics of tax withholding and reporting for stock options in the United States.
Let’s Talk About Tax Reporting Penalties
NASPP Blog | Published January 26, 2022

Penalties for late, incorrect, or omitted tax filings for stock compensation can range from $50 to over …
Don't Forget Forms 3921 and 3922
NASPP Blog | Published January 11, 2022

Don’t send out this year’s ISO and ESPP statements without reviewing our handy tips and FAQs.
Video: Tax Reporting for RSUs that Provide for Accelerated or Continued Vesting Upon Retirement
Resource | Published December 7, 2021

The company's tax withholding and reporting obligations for RSUs that provide payouts to retirees.
Video: Tax Reporting for Options and Awards Transferred Pursuant to Divorce
Resource | Published December 7, 2021

The company's tax reporting and withholding obligations when options and awards are transferred pursuant …
Video: Tax Reporting for Options and Awards Transferred Upon Death
Resource | Published December 7, 2021

The company's tax withholding and reporting obligations for equity arrangements that are transferred …

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