Press Release

Tax Season 2026 Resources From myStockOptions.com Offer Crucial Guidance On Tax Returns Involving Equity Comp

Issued by myStockOptions.com

Feb. 19, 2026

The 2026 tax-filing season presents more risk than ever for costly blunders on tax returns among the millions of US employees who have equity compensation and company shares. Taxpayer mistakes can lead to overpaid tax, underreported income, and IRS penalties. The fully updated myStockOptions Tax Center is a key resource for employees with equity compensation. It provides expert yet easily understandable guidance on tax returns that involve stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, employee stock purchase plans, and sales of company stock. In addition to updates for 2026, the website's content includes new videos and infographics.

"The tax reporting for equity comp income and sales of company stock is always complex," warns Bruce Brumberg, Editor-in-Chief of myStockOptions.com. "While there's never a good time to make mistakes on your tax return, 2026 is definitely not the year to be less diligent about accurate and timely filings. IRS computers reliably catch mistakes. This year, if you try to fix errors in a filed return, you will discover that the major reductions in budgets and staff at the IRS under the Trump administration have hurt the agency's ability to process amended returns correcting mistakes or handle taxpayer correspondence about them."

The goal of myStockOptions.com is to help employees and their financial or tax advisors realize the full potential of stock options, restricted stock, RSUs, and ESPPs by educating them about tax rules and helping them prevent errors. "The last thing you want is to pay too much tax or incur IRS penalties that take yet more money out of your pocket," adds Mr. Brumberg. This year in particular, he notes, tax changes under the "One Big Beautiful Bill" Act of 2025 may require special attention for employees with equity comp and company stock.

myStockOptions Tax Center Provides Valuable Tax-Return Resources

• Articles and FAQs spell out the core rules and most common mistakes people make with stock grants on their tax returns. Taxpayers, financial advisors, CPAs, and Enrolled Agents can quickly run through these to be sure they submit error-free returns.
• The reporting of stock sales is made clear by special resources with annotated how-to diagrams of IRS Form 8949 and Schedule D.
• Diagrams of Form W-2, Form 3922 (for employee stock purchase plans), and Form 3921 (for incentive stock options) illustrate how companies report equity compensation income to employees.
• Infographics illustrate the process of tax reporting on key IRS forms.
• A fun interactive quiz on tax-return topics lets you test your reporting knowledge in a painless way, before you file your return, and links to related content from the answer key.
• Brief videos include a guide to avoiding costly tax-return mistakes that can lead to the overpayment of taxes. A new video at the myStockOptions YouTube Channel, embedded into Tax Center content, goes over the top 5 things to know before you report stock sales on your tax return.
• Engaging podcasts convey tips for tax returns.

Special Webinar: Preventing Tax-Return Mistakes With Stock Comp & Stock Sales

On February 12, myStockOptions.com held a special webinar on tax returns involving equity compensation and stock sales: Tax Returns With Equity Comp & Stock Sales: Prevent Mistakes & Avoid Overpaying Taxes. Now available for immediate streaming on demand, the webinar features three tax experts (two CPAs and an Enrolled Agent):

• Stephanie Bucko, CPA, CFA®, Mana Financial
• Dan Hodgin, CPA, Silicon Valley Tax Group
• Josh Radman, CFP®, EA, Presidio Advisors
• moderator: Bruce Brumberg, JD, editor-in-chief of myStockOptions

The panelists provide practical insights on mistakes to avoid that can lead to major tax overpayments or IRS trouble. They also discuss their takes on the state of the IRS under the Trump administration. In addition, they present real-world case studies, including one showing how to use information in tax returns to create better financial plans.

The on-demand webinar offers 2.0 CE credits for CFP, CPWA/CIMA, and CEP/ECA (the live event also provided CE for CPAs, Enrolled Agents, and Investment Advisor Representatives). A detailed agenda is available at the webinar registration page.

About myStockOptions.com

With exclusive articles, 800+ FAQs, infographics, podcasts, videos, the Tax Center, interactive quizzes, the Learning Center with courses for CE credit, Global Tax Guide, extensive glossary, smartphone app for iOS and Android devices, and dynamic patented tools, myStockOptions.com is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. myStockOptions.com is run by leading experts in equity compensation. Its content is created by a company with a long history of successful multimedia publications explaining complex legal and financial subjects in plain English.

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