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Preventing Tax-Return Mistakes With Stock Comp & Stock Sales

Feb. 15, 2023
Recorded Online

The 2023 tax season brings extensive risk for costly mistakes with tax returns involving stock compensation, including cost-basis reporting for stock sales. Complications due to the volatile and down markets of 2022, along with more IRS agents for audits, make the need for expert tax guidance more important than ever.

Our webinar on tax-return topics for stock comp will sharpen your knowledge of the reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares. A panel of three experienced tax experts (two CPAs and an Enrolled Agent) will explain how to avoid 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.


  • Changes in tax-return reporting that apply to stock comp
  • Errors to avoid in cost-basis reporting that can lead to overpaying capital gains tax
  • Key points for reporting income and stock sales on IRS Form 1040, Form 8949, and Schedule D
  • Mobile and remote employees: tax-return reporting challenges and approaches
  • Special issues with wash sales to avoid reporting mistakes and tax overpayment
  • Avoiding double-counting of W-2 income from options, restricted stock/RSUs, and dividends
  • Blunders to avoid in ISO tax-return reporting after a disqualifying disposition or when the AMT is triggered
  • Ensuring any AMT credit from past ISO exercises is used (and what to do if it isn't)
  • Preventing inaccurate calculation of ESPP income
  • Preventing painful tax-return mistakes with sell-to-cover exercises and RSU share withholding
  • Proper share identification for sales to reduce capital gains
  • Checklist for reviewing tax returns before filing
  • Tips for best ways to handle extensions and estimated taxes
  • Using information on the tax return to prepare better financial plans
  • How the increased number of IRS agents can impact your approach to tax-return reporting and dealing with certain clients


  • Stephanie Bucko (CPA, CFA®), CIO & Co-Founder, Mana Financial Life Design
  • Daniel Zajac (CFP®, EA), Managing Partner, Zajac Group
  • Dan B. Hodgin (CPA), Owner, Silicon Valley Tax Group
  • Bruce Brumberg, JD (moderator), Editor-in-Chief and Co-Founder, myStockOptions

More Information, How to Register

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