The employee-stock-options tag has no wiki summary.
5
votes
1answer
72 views
Employee stock option plan with undefined vesting?
As an employee, I have received stock options from my company.
However, about vesting, it says only that the board determines it. There is no further info, no vesting period is stated, no further ...
7
votes
3answers
288 views
Confused about stock options: How do I afford this?
I'm confused about stock options. The numbers in the following story are fictional because I'm keeping the actual offer confidential. This is an american private company with a promising future:
...
1
vote
0answers
73 views
Exercising stock options in a private company when the strike price is higher than current FMV
An employee leaving our Private Subsidiary wants to exercise his stock options, despite his strike price being higher than the current valuation ($1.00 vs $0.84).
Was wonderering what the tax ...
2
votes
1answer
127 views
How do I treat the income from an ESPP I sold now that I am a non-resident alien?
I worked in the US in 2009 and was granted an Employee Stock Purchase Plan (ESPP), which I exercised. Then later I left the US and sold the stock, which is a qualified disposition.
Now I am going to ...
2
votes
2answers
171 views
How can I estimate the value of private stock behind employee stock options?
I'm considering an offer with generous options. I have pretty high risk tolerance, so I'm just trying to estimate the expected value of the options.
To the extent possible, I want to base this on the ...
3
votes
1answer
325 views
How do I enter Canadian tax info from US form 1042-S and record captial gains from cashing in stock options?
I am assuming these issues are related. I am working in Canada for a US company. I buy stock options every quarter. In 2011 I cashed in some stock options and received the cash.
How do I enter the ...
7
votes
1answer
55 views
Capital losses on early-purchased stock?
If I exercise an early purchase clause on employee incentive stock options to go ahead and purchase the stock and the company later goes bust, can I take capital losses against that stock?
6
votes
1answer
207 views
Can I apply prior years' capital losses against my employee stock option exercise?
I'm Canadian, and I executed a "same-day-buy-and-sell" on options granted to me by my employer.
My T4 slip has the appropriate taxable benefit called out, but my question is, can I apply my previous ...
2
votes
1answer
121 views
When Employees are “Granted” Stock Options, is the Company encouraging Long-Term investments from them?
I'm not exactly sure I understand the "why" behind a Company reasoning for offering "options" to their employees to invest in itself.
I've found it is very unlikely of the employees to exercise for a ...
4
votes
2answers
66 views
Buying non-qualified employee stock options that are going to expire?
I have NQ stock options from my employer that have to be exercised in the next few months before they expire. I would like to hang on to them as I have faith in the stock itself. What are my options? ...
4
votes
1answer
679 views
Can capital gains from employee stock options be transfered to a TFSA to avoid taxes?
In a scenario where, for example:
An employee exercised a "same-day-buy-and-sell" operation on his employee stock options. He ends up making a profit / gain of $10K. He already has a yearly salary of ...
