Questions tagged [rsu]
The rsu tag has no usage guidance.
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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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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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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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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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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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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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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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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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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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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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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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1k
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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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344
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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 ...
- 135
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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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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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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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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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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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3
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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 ...
user5770
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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 ...
user5770
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2
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1k
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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.
...
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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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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 ...
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