Preventing Tax-Return Errors With Stock Comp And Stock Sales

13 March

Common tax-return mistakes for RSU and stock option holders
Avoiding double-counting of W-2 income from options, restricted stock/RSUs, and dividends
Blunders to avoid in Incentive Stock Options (ISO) tax-return reporting after a disqualifying disposition or when the Alternative Minimum Tax (AMT) is triggered
Ensuring any AMT credit from past ISO exercises is used (and what to do if it isn't)
Tax return review case study
Preventing painful tax-return mistakes with sell-to-cover exercises and RSU share withholding
Tips for best ways to handle extensions and estimated taxes
Stock compensation valuation, risk, and opportunity cost analysis
Tax optimization strategies

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