Skip to main content

Questions tagged [rsu]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
21 votes
3 answers
4k views

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 ...
user avatar
8 votes
3 answers
46k 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 ...
MrDuk's user avatar
  • 1,371
8 votes
2 answers
9k 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 ...
rsu confused's user avatar
6 votes
4 answers
1k 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 ...
Abhijit's user avatar
  • 161
5 votes
1 answer
535 views

What is the law/regulation which prohibits brokers from reporting basis on RSUs?

As far back as I can remember, the basis reported by my broker on my 1099 for vested RSUs has always been $0. Every year I receive a letter informing me that my broker is legally not allowed to report ...
thbrown's user avatar
  • 53
5 votes
1 answer
13k 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 ...
user1429322's user avatar
5 votes
1 answer
1k 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 ...
Will Skinner's user avatar
4 votes
1 answer
4k 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 ...
user80659's user avatar
4 votes
0 answers
619 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 ...
Román's user avatar
  • 141
3 votes
2 answers
30k 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 ...
jxramos's user avatar
  • 1,441
3 votes
1 answer
827 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 ...
Mendel Cerda Betancourt's user avatar
3 votes
1 answer
263 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 ...
wwwuser's user avatar
  • 395
3 votes
1 answer
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 ...
Ramy's user avatar
  • 133
3 votes
2 answers
3k 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 ...
Jason S's user avatar
  • 792
3 votes
2 answers
1k views

Does FIFO cost basis apply 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. ...
alexandroid's user avatar
2 votes
3 answers
164 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 ...
Dave Johnson's user avatar
2 votes
1 answer
87 views

Why do some employers in the United States ask employees to accept the grant when granting them Restricted Stock Units (RSUs)?

Why do some employers in the United States ask employees to accept the grant when granting them Restricted Stock Units (RSUs)? For example, accepting the grant could be done by clicking on some "...
Franck Dernoncourt's user avatar
2 votes
2 answers
9k 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 ...
Aravindh Sathish's user avatar
2 votes
2 answers
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 ...
MrDuk's user avatar
  • 1,371
2 votes
3 answers
12k views

What is the cost basis for my RSU? My 1099-B says $0

Block 14 of my W2 says $40,000 RSU. My paystub itemized the $15,000 tax deductions (fed, state, SSA, etc..). Out of the remaining $25,000, twenty thousand dollars were deposited to my E-Trade ...
Totoy Laki's user avatar
2 votes
1 answer
88 views

Where are RSUs issued from?

Beginner here. Let us say, I join some company X. They offer me 400 stocks over 4 years of vesting period. Similar to me, there will be hundreds of employees who will be joining everyday. Doing a ...
Bhargav Jhaveri's user avatar
2 votes
2 answers
271 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 ...
GN.'s user avatar
  • 121
2 votes
2 answers
7k 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 ...
Tai's user avatar
  • 461
2 votes
2 answers
3k views

How does adjusted cost basis work with RSU? And should I use it?

I've got an 1099-b for some RSUs sold. I've also got a Stock Plan Transactions Supplement form. The Stock Plan Transactions Supplement shows the 'adjusted cost basis'. The 1099-b does not. The ...
Geo's user avatar
  • 141
2 votes
1 answer
104 views

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 ...
DeltaIV's user avatar
  • 717
2 votes
1 answer
102 views

US Taxes: Increase Supplemental Income vs extra withholding?

From my company I am getting RSUs and the default 22% federal income tax is covered automatically by selling some of the vested shares. However, 22% is not sufficient to cover my tax liability. We ...
oneCoderToRuleThemAll's user avatar
2 votes
1 answer
414 views

Wash Sale on Monthly RSU Vests

I haven't really sold any of my RSU's that I received from my company in the 5 years I've been there. To simplify the situation: I have 100 units at $50 from 2019. I have 100 units at $150 from 2022. ...
gran_profaci's user avatar
2 votes
2 answers
2k 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 ...
user3470629's user avatar
2 votes
1 answer
2k 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 ...
JoJo's user avatar
  • 672
2 votes
1 answer
288 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 ...
rwar's user avatar
  • 21
2 votes
0 answers
381 views

How do I report restricted stock unit (RSU) income that has vested in multiple states

In 2016, when I started at my current employer, I received a grant of Restricted Stock Units (RSUs) that vests over 4 years. I was employed in our NY office 2016-2018 and San Francisco Office 2016-...
rahimftd's user avatar
2 votes
1 answer
1k views

How are RSUs granted in Canada but vested in the USA taxed?

I moved to the USA with a Green Card a couple months ago. My employer awarded me with RSUs a couple years ago, and some have vested after I moved to the USA. I am filing as Dual-Status Alien, so ...
Matth S.'s user avatar
1 vote
2 answers
689 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 ...
KingsInnerSoul's user avatar
1 vote
1 answer
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 ...
Liron Yahdav's user avatar
1 vote
3 answers
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 ...
user avatar
1 vote
1 answer
439 views

RSUs: Can the cost basis for sell-to-cover transactions be calculated using FIFO, or does it have to be LIFO?

My RSU vesting happens with an associated sell-to-cover transaction for tax purposes. The page on my brokerage (E-Trade)'s website shows the cost-basis for this transaction as though it was calculated ...
Deadly Piglet's user avatar
1 vote
1 answer
2k views

Must I select "The cost basis is incorrect or missing on my 1099‑B" in TurboTax in the case of vested RSUs?

I file my US taxes via TurboTax as a US lawful permanent resident. Some of my RSUs vested in 2021, which I partly sold in 2021. My employer uses E-Trade for RSUs. E-Trade reports on Form 1099-B that ...
Franck Dernoncourt's user avatar
1 vote
1 answer
148 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 ...
Michael W.'s user avatar
1 vote
2 answers
10k 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 ...
Qix - MONICA WAS MISTREATED's user avatar
1 vote
1 answer
131 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-...
755's user avatar
  • 113
1 vote
1 answer
822 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. ...
The111's user avatar
  • 177
1 vote
1 answer
219 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 ...
Brandon's user avatar
  • 221
1 vote
1 answer
659 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 ...
user57352's user avatar
1 vote
1 answer
193 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 ...
snoofkin's user avatar
  • 129
1 vote
2 answers
202 views

Do RSU / ESPP Sales Go On Form 8949 As Capital Gains And Losses?

I have a series of RSU + ESPP sales within the past calendar year. All RSU and ESPP that have vested and been awarded have been reported as ordinary income via a W2. My company uses ETrade for ...
Lloyd Banks's user avatar
1 vote
1 answer
256 views

UK - RSU Capital Loss (/Gain) on vest?

Say I had 100 RSUs granted, and when vesting shares trade at $10. My employer will aim to withhold 54.59% to cover income tax/employee NIC/employer NIC. The following day, when my employer actually ...
foo's user avatar
  • 153
1 vote
1 answer
86 views

Received 1099B for unvested RSU after leaving company

I left a job in 2019 where I was granted some RSUs that were to be vested first time in 2020. But I never received the RSUs since I left the company before the first vesting. Today I received a 1099-B ...
user1166419's user avatar
1 vote
1 answer
3k 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 ...
Amy's user avatar
  • 11
1 vote
2 answers
1k 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 ...
snoofkin's user avatar
  • 129
1 vote
0 answers
138 views

Unvested "RSE" on W-2 Box 14

My spouse's employer has granted him RSUs (which for some reason they call RSE) as part of a long term incentive plan. It is a set amount granted ever year over the past 3 years, but none of it has ...
nvergos's user avatar
  • 213