[Completely rewritten on February 22, 2015 using new screenshots from TurboTax Online for 2014 tax year.] One of the most popular posts on my blog is one I wrote four years ago about reporting tax on RSU. Although I try to do the best I can in [...]
Unvested RSUs As Golden Handcuffs: What To Do?
As I mentioned in last Friday's post, I had interviews for a new job. The interviews went very well. They liked me; I liked the company and the job. After the interviews, the hiring manager gave a verbal go-ahead. Now I'm handed off to HR to talk [...]
Sell Your RSUs As Soon As They Vest
I heard in a casual conversation that some of my co-workers are holding their RSU shares after the shares are vested. They thought there are some tax advantages in holding the RSU shares. There is no tax advantage whatsoever in holding the RSUs [...]
RSU Sell To Cover Deconstructed
Ever since I wrote Restricted Stock Units (RSU) Sales and Tax Reporting, I received many questions. They all relate to sell-to-cover, which is the default, and often the only option people have for their restricted stock units (RSU). I must have not [...]
Restricted Stock Units (RSU) Sales and Tax Reporting
RSU stands for Restricted Stock Units. It's the new form of stock-based compensation that has gained popularity after the employers are required to expense employee stock options. The biggest difference between RSUs and employee stock options is that [...]
Restricted Stock Units (RSU) Tax Withholding Choices
Ever since the companies are required to expense employee stock options, more companies started to grant the employees Restricted Stock Units (RSUs) instead of stock options. The first batch of RSUs I received will vest shortly. Unlike non-qualified [...]
