Search Results
Filter By
Date
Filter By Content Type
Filter By Topics
-
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 … -
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 … -
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 … -
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. -
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 … -
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 … -
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 … -
5 Tax Reporting Tips
Podcast | Published January 7, 2021
Tips to ensure proper tax reporting and avoid mistakes. -
2020 Tax Reporting Essentials
Webcast | Published November 18, 2020
How-to's for today's U.S. tax reporting requirements for all forms of equity compensation. -
5 Things to Know About New 1099-NEC for Nonemployees
NASPP Blog | Published November 3, 2020
Stock compensation income for nonemployees is now reported on the new Form 1099-NEC. Learn 5 things to … -
What Is the Taxable Event for RSUs?
NASPP Blog | Published April 1, 2019
What is the taxable event for RSUs: the vest/payout date or the date shares are deposited in … -
Navigating Equity Plan and Award Changes After the TCJA and IRS Notice 2018-68
Webcast | Published October 24, 2018
This panel, featuring two IRS executives, including the principal author of IRS Notice 2018-68, will … -
Five Things You Need to Know About W-2 Box 11
Podcast | Published January 24, 2018
Barbara Baksa, NASPP Executive Director, talks about the nuances of reporting tax withholding information … -
Increased Penalties for Forms 3921 and 3922
NASPP Blog | Published October 2, 2016
Increased Penalties for Forms 3921 and 3922