Other Employee Stock Options (ESO) – Frequently Asked Questions
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| General Employee Stock Option Questions | ESPP | ESOP |
| Stock Grants | Stock Warrants | Find Out More |
General Employee Stock Option Questions
- How do I determine the cost when reporting sales of option stock?
- What is the tax basis of shares I exercised and sold?
- What is the exercise date for my options?
- Will there be any tax implications when I am given stock options?
- When is compensation for stock options considered received?
- Do I have to report ID income on options acquired in CA?
- How are my taxes impacted by moving to a new state?
- How do I report the sale of restricted stock?
- Can I recover taxes I paid in a prior year?
- Will paying 110% prior year estimated tax protect me if I earn $1 million?
- Do I need to pay foreign tax on my stock options?
- Do employee stock options in private companies have value?
- What happens if I exercise my stock options in another state?
- How much of my capital losses can I claim as a tax deduction?
- How can I stop my company’s fishy 401(k) transactions?
- How can I plan for retirement with employee stock options?
- Would an 83(b) election make our income taxable in the US?
- How do I determine my tax liability if the company I own stock in has negative net worth?
- How can I sell stock in a private company?
- How can I sell my stock in a public company?
- What forms must be filed when issuing stock options?
- Can the various types of stock options be used by an LLC?
- What is available for financial planners studying ESOs?
- How can I get better tax treatment for a forced sale?
- Does your employee stock option tax advice apply to Washington?
- Incentive Stock Option FAQs
- Non-Qualified Stock Option FAQs
ESPP
- How do ESPPs work?
- How are ESPPs taxed?
- How is income determined when selling ESPP shares?
- What are the holding requirements for ESPPs?
- How do I report the distribution of my ESPP shares?
- Are employers required to disclose the 15% ESPP discount?
- Do I owe tax if I use my ESPP to buy a house?
- Have ESPP rules changed?
- Should I make a gift of ESPP shares?
- How are reinvested dividends treated in an ESPP?
- How do I report exercises I have no records of?
- Do I have to issue W-2s for disqualifying dispositions?
- Can a company let me keep options after I leave employment?
- Are payroll taxes due for disqualified ISO or ESPP shares?
ESOP
- Should I donate stock from ISO or ESOP exercises?
- Is there a 10% early distribution penalty on ESOP buybacks?
- What are the tax consequences of the distribution of ESOP shares?
- How do I sell an ESOP of my previous employer?
- Can I sell my ESOP stock in a privately held company?
Stock Grants
- Will I have to pay taxes on stock grants?
- What is the tax treatment for a stock grant?
- What are the tax consequences of a company giving stock?
- How will my stock grants be taxed?
- What’s the difference between stock grants and stock options?
- Is it better to receive a stock grant or option?
- What will be run through payroll?
- Do companies receive a tax deduction for stock grants?
Stock Warrants
Find Out More
For general information, check out our new book, Secrets of Tax Planning For Employee Stock Options, Stock Grants and ESOPs, by Michael Gray, CPA.
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