Defined Contribution Account Manager Nova 401(k) Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Fringe Benefit Group
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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Retirement Planners and Administrators (RPA)
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New York City District Council of Carpenters Benefit Funds
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Retirement Solutions Specialists
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Understanding Form W-2 When It Includes Income from Stock Compensation
myStockOptions.com [Guidance Overview] Jan. 19, 2015
"The vesting of restricted stock, the share delivery from restricted stock units (RSUs), and the vesting of performance shares all prompt W-2 reporting of the income received. The treatment on the W-2 is essentially the same for all three grant types.... With incentive stock options, the spread value appears on the W-2 only when you make what is technically called a disqualifying disposition, i.e. when you sell or gift the stock before you have met the required holding periods of one year from exercise and two years from grant. In that case, the income appears on the W-2 as compensation income.... If you sold shares from stock compensation or an ESPP last year, you'll need guidance to report the sale proceeds on your tax return."
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