Questions tagged [restricted-stock]

Restricted stock is stock of a company that is transferable only when certain conditions have been met.

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136 views

What Shares Do I Actually Have?

I have a pretty standard arrangement with an LLC I'm employed by. I have unvested units and a vesting schedule for when they become "vested" units. I used vested in quotes because the LLC's Operating ...
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151 views

Restricted stocks

I have a 36,000 shares of a $0.30 stock. The company is still in business and is listed. The stock certificated is stamped restricted. I contacted the company to remove the restriction & was told ...
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107 views

What's the difference between Released and Received RSU's?

I was awarded some RSUs from Big Tech Company that went public a while back. In my share management software (provided by the company), it shows that I was granted X RSUs, but I've since only ...
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Rules for cost basis adjustment of RSUs that vest causing a wash sale

I've read through a bunch of posts and couldn't find a definitive answer. In this example, I have RSUs that vest every month from my employer. Let's say I decide to sell 1 share of stock for a capital ...
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What should I look at to decide whether to keep or not my Restricted Stock Units?

The company has been happy with my performance these years, and I received RSU which started investing. I have never owned stocks before: even though the company is US-based, I'm not a US resident and ...
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137 views

Do I own vested RSUs that have a 2-year block once I have resigned?

I have resigned from my position today after 21 months in my role. I do have some vested RSU that have a 2-year block (i.e. that can be exercised in November 2019). I have paid taxes on these RSUs. ...
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89 views

Weighing unvested RSU's against stock options in a job offer

I currently have unvested restricted stock units with my employer. It's a very stable publicly-traded company. I received a job offer from a private company hoping to IPO in the next few years and ...
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214 views

After-Tax Deductions Concerning my RSUs

My Restricted Stock Units were included in my Income on my W-2 (Box 1) and End of Year Paystub. However, my company also deducted from my paystubs a substantial amount as After-Tax Deductions. I do ...
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149 views

How to calculate cost basis for RSUs that are vested and never sold?

Following is my situation (changed the numbers for simplicity): ABC Inc vested 120 RSUs in 2018, in which 20 RSUs were sold by my employer (price of the share $10, and $20 trade fee) for the tax ...
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If I have stock that is unregistered at the time of a company buyout does my stock automatically register?

I was a contractor for a small public company for which I received stock compensation. There is a fee to register the stock so I am waiting to see if the stock ends up being worth anything before ...
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Why is the cost basis reported by a broker on RSUs 0 USD?

I notice that E-Trade reports on the Form 1099-B that the cost basis for vested RSUs is 0 USD. Shouldn't the cost basis that report in my tax form be the value of the shares at the time of vesting? ...
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2k views

What is the purpose of an RSU Tax Offset?

I'm reviewing the year to date figures on my last paycheck stub for 2018. There's this entry for RSU Tax Offset I'm trying to discern here. I can trace it back as a line item of a check stub 6 months ...
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67 views

How are RSU stocks taxed?

I am confused how RSU stocks are taxed. When RSUs vest, some of them are sold (sell to cover). Is this equivalent to tax withheld on your paycheck? The RSU is kind of considered part of my pay and ...
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Though I understood my RSU and selling the shares I acquird through it but not sure anymore

So let me give a simplified example to start. I have 1,000 RSUs that vested on June 1st 2018. The market value for them is $10 and $10,000 is accounted for on my W-2. 300 shares were automatically ...
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1answer
1k views

Tax Loss Harvesting and RSUs

I routinely sell my RSUs as soon as they vest, but this previous vesting period -- I did not. Sadly, the stock declined ~25 percent since that time. Some key notes. This would be a short-term sale ...
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280 views

Why Would a Company Change Restricted Stock Units (RSUs) Vesting Plan?

My company gives out Restricted Stock Units (RSUs) each year. The RSUs used to vest 100% on the 3rd year after granting them. This year they have changed the plan, and instead they vest 25% of the ...
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In which case(s) can one receive Restricted Stock Units (RSUs) before they vest?

I read on https://www.schwab.com/public/eac/resources/articles/rsu_facts.html (the page is configured not be mirrored): With RSUs, you are taxed when the shares are delivered, which is almost ...
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445 views

LIFO versus FIFO for selling RSU

I have RSU's vesting from my company periodically in USA. I would like to sell them to diversify in an index fund. How do I choose between LIFO and FIFO for the maximum resultant cash? FIFO First in ...
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379 views

Capital Gains Taxes for multi-year vest RSUs UK

Assume that you work for a company in the UK that grants you a number of RSUs to vest in a multi-year schedule (as per usual), for example, a vest event every 6 months for 2 years. The RSUs are valued ...
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1answer
85 views

Tax bracket for vested RSU

I sold some RSUs once they were vested. I see in the Merrill Lynch statement that a certain amount of shares were taken out to cover the taxes. The federal tax is taken @ 25%. Now, when I calculate ...
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607 views

If I earn RSUs in a private company while living in California, and am no longer employed with the company at IPO, do I owe California taxes?

I'm employed at a private company in San Francisco. Part of my compensation is in RSUs, which are subject to the standard two vesting conditions for startup company stock: time, and the occurrence of ...
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2k views

When are RSUs taxed for pre-IPO company?

This is a more specific version of this question. If I receive RSUs from a pre-IPO company on a 4 year vesting schedule, when do my RSUs get taxed? Per this page: With RSUs, you are taxed when the ...
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146 views

Short and long term cap gains taxed higher than expected

This is my first year including the sale of RSU's (or any stocks) in my taxes. My expectation was that short term gains would be taxed at a rate similar to my normal income tax rate, and long term ...
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547 views

RSU - vested and reported as income in W2 Box 1, should it also show in Box 12 V (same as stock option)?

RSU - vested and reported as income in W2 Box 1, should it also show in Box 12 V (same as stock option)? My employer put it in Box 12V, is it correct?
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RSUs and withheld taxes

A number of RSUs vested for me on the first of this year, but weren't released until mid-March due to an unreleased 10k. During this period, I switched jobs mid-February, and I was terminated at the ...
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132 views

What form do I declare RSU payouts on for my taxes?

My company sold and I had RSU's. They gave me a K-1 form but it doesn't show what I was paid, only what was paid in on my behalf. I have not received a w-2 for the payout. Is there a specific form ...
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10k views

How do I calculate the cost basis of Restricted Stock Units (RSUs)?

I was granted RSUs that vested 1/3 per year, over 3 years. From E*Trade I have: 2016, 133 Shares Vested, 89 Shares Transferred to me, Tax Paid: $3,424.52 2017, 134 Shares Vested, 90 Shares ...
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412 views

Choosing tax-withholding method for restricted stock units

Last year I have been granted some Restricted Stock Units (RSUs) by my employer that vest over three years. The first batch is about to vest and I soon have to choose a tax-withholding method, between ...
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490 views

Company RSUs vested, but they sold to cover when I wanted to pay tax

I was handed a contract last year by my American company, which is listed on the US stock market (I'm based in the UK with a UK subsidiary) whereby they would give me a number of RSUs each year for ...
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6k views

What happens to unvested RSUs when a public company is bought out by private firm?

This is kind of similar to the question in here but a bit specific to a particular situation. My company ( a public company ) was recently bought by a private company. In the agreement, it said all ...
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71 views

What cost basis do I report on the 1099?

Let's say hypothetically $10,000 of RSU vested this past year. My employer has listed $10,000 of RSU onto my W-2 in Box 14. I elected sell-to-cover so now I'm left with ~$5,500 after the sell-to-...
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6k views

Have I been paying double taxes on my RSUs for 3 years?

I have been receiving RSU grants from my employer every year, and was exercising them and selling them soon after. E-Trade(employer provided brokerage account) tells me they withheld taxes at the time ...
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2answers
2k views

How are long-term/short-term capital gains tax calculated on restricted stock?

When starting at my company, I was given some number of stocks -- these stocks vest in 1/3 increments, each 12 months over 3 years. How are these stocks taxed with respect to long-term vs short-term ...
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1answer
501 views

Selling RSUs that vested at different values

I live in the USA. I have some RSUs that are all long vested. I want to sell some, but not all of them. Many of the shares vested at different values, but they're all obviously at the same value now. ...
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6k views

How are RSU's factored into Income during loan qualification?

I'm new to the tech industry and was wondering how RSU's factor into loan qualification. RSU's particularly at more established companies are essentially cash. They may change with the stock price ...
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974 views

What happens to my restricted stock in the eBay & PayPal spin-off?

Currently I hold vested restricted stock units in eBay. According to the media, after the spin-off, eBay shareholders will receive a PayPal stock for each eBay stock they own. Does this applies to ...
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253 views

Do restricted stock units (RSUs) count as constructive receipt based on the percentage vested or only upon full vesting?

When am I liable for taxes? I know that I am not liable for taxes on the date of grant. Scenario: I have been granted an allotment of restricted stock with a 4 year vesting schedule by a publicly ...
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159 views

Selling non-dividend for dividend stocks

H all, Few years ago , I received from my previous employer several hundred RSU, all managed by ETrade. since then all have already got Vested. I never sold neither bought any, in other words, I ...
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220 views

Is there a kind of financial advisor for stock investors? How to find a good one?

I've been at a company for a few years and have some restricted stock units (RSUs) that have vested. I'm on E*Trade and know a little about stocks, but I'm no expert. Is there a financial advisor of ...
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1answer
2k views

Should the amounts in W-2 Box 14 appear in Box 14 in TurboTax?

I bought some company stock via ESPP and had my first bundle of RSUs vest. The amounts are both shown in box 14 of my W-2. However, I don't see any value imported into box 14 of my 1040 tax return ...
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8k views

taxes, ordinary income, and adjusted cost basis for RSUs

My company offers RSUs — restricted stock units — as a benefit. These vest after a certain amount of time, and in 2013, my first chunk vested with a value of about $6400. As I understand it, at that ...
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946 views

Deciding between Employee Stock Option and Restricted Stock

The Company I am currently working with, as part of a reward program awarded me 500 stock options and given me an option to choose them either as Employee Stock Option Restricted Stock Or as a ...
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3answers
2k views

How does 83b election work when paying fair market value at time of grant?

After purchasing restricted stock in a company, so that the amount paid for the stock is exactly equal to its fair market value at the time of purchase, can you file an 83b election at that time? If ...
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As an employee, when is it inappropriate to request to see your young/startup company's financial statements?

If you work for a young company, equity in the form of restricted stock or options is often a form of compensation and a way to keep you aligned with the company's goals. But as a new employee you ...
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2answers
515 views

Does FIFO cost basis applies across multiple accounts?

Do regulations require people to manually recalculate cost-basis across all the accounts they own, if stocks were transferred between them? Example: Broker A cost basis setting is set to FIFO. ...
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230 views

Receiving restricted stock units as a dual citizen

I'm in the process of signing paperwork to receive restricted stock units at my current company. While looking over the papers, I noticed that they mention that I'm 'a citizen of Canada.' I actually ...
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2answers
2k views

Wash sales + restricted stock in USA: grant date or vesting date?

I have restricted stock from my employer. When determining wash sale rules, what is the appropriate date to use for when the stock is "acquired"? Is it the grant date or the vesting date? (and if you ...