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- Accounting for Stock Plans (1)
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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 … -
Section 6039 Filings: A Complete Guide
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, … -
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. -
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 … -
Cost-Basis: Five Things Your Employees Need to Know
NASPP Blog | Published October 2, 2016
Employees who sell shares that they acquired under your company's equity programs will receive a Form … -
Increased Penalties for Forms 3921 and 3922
NASPP Blog | Published October 2, 2016
Increased Penalties for Forms 3921 and 3922