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Tax Reporting (USA)

Displaying results 1 - 20 of 27

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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.
Get Ready for Tax Season
NASPP Blog | Published December 8, 2021

Important tax updates for 2022 and Barbara Baksa’s favorite tax reporting resources on the NASPP …
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 …
Tax Reporting Guide for Stock Plan Transactions
Resource | Published December 1, 2021

A series of tables indicating where income attributable to various stock plan transactions is reported …
US Tax Withholding and Reporting for Stock Compensation
Resource | Published December 1, 2021

Where participants recognize compensation income in connection with stock compensation, the company has …
2021 Tax Reporting Essentials
Webcast | Published December 1, 2021

Confusing tax reporting rules and strict deadlines are a constant challenge for employers. Get the latest …
U.S. Taxation of Stock Compensation: Income Reporting
Resource | Published October 12, 2021

Where participants recognize compensation income in connection with stock compensation, the company has …
ESPP Disposition Survey
Resource | Published August 10, 2021

Template that can be used to survey ESPP participants about dispositions of shares acquired under the …
Complete Guide to Figuring Out Section 6039 Filings
Resource | Published July 2, 2021

Under Section 6039 of the Internal Revenue Code, employers must file returns with the IRS for employees …
Figuring Out Section 6039 Filings
Resource | Published July 2, 2021

Under Section 6039 of the Internal Revenue Code, employers must file returns with the IRS for employees …
Guide to Incentive Stock Options
Resource | Published May 18, 2021

This article provides an overview of incentive stock options, including characteristics, …
Excess Tax Withholding: What You Need to Know
Resource | Published April 20, 2021

NASPP members frequently ask whether it is permissible to withhold federal income taxes at a rate higher …
Understanding the Cost Basis of Equity Award Shares
NASPP Blog | Published March 30, 2021

What you need to know about how employees should report sales of stock acquired under stock plans on …
Sample 6039 FAQ for Employees
Resource | Published January 12, 2021

Sample FAQ for employees on Forms 3921 and 3922.
5 Tax Reporting Tips
Podcast | Published January 7, 2021

Tips to ensure proper tax reporting and avoid mistakes.

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