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Preventing Tax-Return Errors with Stock Comp and Stock Sales

Mar. 3, 2022
Recorded Online

Tax-return reporting has changed yet again for the 2022 tax season. This tax season brings more risk than ever for expensive mistakes with tax returns involving stock compensation, including cost-basis reporting for stock sales.

Register for this lively educational webinar on tax-return topics for stock comp. Sharpen your knowledge of the rules of tax-return reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares. Learn from experienced tax experts how to avoid the common mistakes that can lead to tax overpayments or unwanted IRS attention. Plus, get special insights from case studies on how to use information in tax returns to create better financial plans.

Featuring leading financial advisors, one a CPA and the other an Enrolled Agent, this 100-minute webinar will be moderated by Bruce Brumberg, JD, the editor-in-chief and co-founder of myStockOptions and a contributor.

Topics covered include:

  • Review of tax treatment for equity comp
  • Changes in tax-return reporting that apply to stock comp
  • Errors with cost-basis reporting that can lead to overpaying capital gains tax
  • Key forms needed to report income and stock sales on IRS Form 1040, Form 8949, and Schedule D
  • Avoiding double-counting of W-2 income from options, restricted stock/RSUs, and dividends
  • Ensuring AMT from ISO exercises is reported and any AMT credit is used (and what to do if it isn’t)
  • Preventing inaccurate calculation of ESPP income
  • Special issues with wash sales and share identification to reduce capital gains
  • Preventing painful tax-return mistakes with sell-to-cover exercises and RSU share withholding
  • Checklist for reviewing tax returns before filing
  • Using information on the tax return to prepare better financial plans

More Information, How to Register

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