Preventing Tax-Return Errors for Stock Comp and Stock Sales

myStockOptions.com

Tax-return reporting has changed yet again for the 2021 tax season, including for capital gains, alternative minimum tax (AMT), and estimated taxes. This tax season brings more risk than ever for expensive mistakes with tax returns involving stock compensation, including cost-basis reporting for stock sales.

Join us on March 11 (2:00pm–3:15pm ET, 11:00am–12:15pm PT) for a lively educational webinar on tax-return topics for stock comp. Understand the rules of tax-return reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares. Learn how to avoid the common mistakes that can lead to overpaying taxes or unwanted IRS attention.

This webinar is presented in 75 fast-paced minutes by Bruce Brumberg, Esq., editor-in-chief and co-founder of myStockOptions and a Forbes.com contributor.

TOPICS 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 what to do if it isn’t
• Preventing inaccurate calculation of ESPP income
• Checklist for reviewing your tax return before filing

More Information, How to Register