Questions tagged [rsu]
76 questions
21
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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 don't always know the situation you're walking into,…
user5770
9
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3 answers
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 Transferred to me, Tax Paid: $4,795.56
In 2017 I sold all…
MrDuk
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9
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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 time, when I accepted the distribution, that was…
rsu confused
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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 mixture of both
My Manager educated me that there…
Abhijit
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6
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1 answer
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 an adjusted basis that accounts for the fact…
thbrown
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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 a liquidity event. That means the stock doesn't…
Will Skinner
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5
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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 vested RSUs will be bought at a certain price. But…
user1429322
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4
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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 in USD and the company is NASDAQ listed.
At the…
Román
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4
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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 for RSUs that vested this a few months back.
I…
user80659
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3
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1 answer
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 these two:
Withhold enough shares/units to pay…
3
votes
2 answers
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 of granting. They did so by "shares traded for…
Aravindh Sathish
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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 some kind, someone people usually speak with to…
wwwuser
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3
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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 document within TurboTax.
Does anyone have any…
Ramy
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3
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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.
I got 100 shares (vested RSUs) from my employer, my…
alexandroid
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3
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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 know the answer, could you please link to the…
Jason S
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