Press Release

Tax Season 2025: myStockOptions.com Updated Resources And Special Webinar Offer Crucial Guidance On Tax Returns Involving Equity Comp

Issued by myStockOptions.com

Feb. 19, 2025

The 2025 tax-filing season (for 2024 income) presents more risk than ever for costly errors 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, IRS penalties, or even an IRS audit. The fully updated myStockOptions Tax Center 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 2025, the website's content includes new videos and infographics.

"The tax reporting for stock comp income received in 2024 can be complex, given the year's uneven stock markets and economic uncertainty," asserts Bruce Brumberg, Editor-in-Chief of myStockOptions.com. "Moreover, changes at the IRS under the White House administration of President Donald Trump could impact the focus of the IRS in unpredictable ways."

"Our goal 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."

myStockOptions Tax Center Provides Valuable Tax-Return Resources

• Core 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 FAQs 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 Life Design
• Dan Hodgin, CPA, Silicon Valley Tax Group
• Daniel Zajac, CFP®, EA, Zajac Group
• 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 future of the IRS under President Trump. 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 and Enrolled Agents). 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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