Resources: Tax Guides for RSUs and ESPP
Plain-English guides for tech employees with RSUs and ESPP. Each one explains a common stock compensation tax question and the records you’ll need.
How RSUs and ESPP Shares Are Taxed
When RSUs and ESPP shares are taxed, why your 1099-B basis may show $0, and what to gather before you file.
Who it’s for: Employees with RSUs or ESPP shares who want the basics before filing.
Fixing RSU and ESPP Cost Basis, and Answering a CP2000 Notice
How to find your correct cost basis, report the fix on Form 8949, amend a filed return, and respond to an IRS CP2000 notice.
Who it’s for: Anyone whose stock sale looks taxed twice, who filed with the wrong basis, or who received a CP2000 notice.
Have RSUs or ESPP on this year’s return? Get a fixed-fee proposal from an Enrolled Agent, with no payment needed to ask.
These guides provide general information only and are not individual tax advice.