RSUs, ESPP & Stock Options
“Can someone explain the tax rules for my RSUs?”
RSUs are often taxed based on when the shares vest, rather than when they are granted, and the details can depend on how the employer reports the income and whether any shares are sold right away. The tax picture also often changes if there is a same-day sale, a later sale, or other equity compensation such as stock options or an ESPP in the same year. Recordkeeping matters too, since the vesting date, fair market value, and brokerage statements can affect how the income is reported and how any later gain or loss is tracked. Going through your records with a CPA usually surfaces the answer in under an hour.
In your 60-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
“I have RSUs, when do I owe tax on them?”
“What taxes apply to my RSUs?”
“I’m confused about the tax treatment of my RSUs?”
“Do my RSUs count as taxable income, and when?”
“My RSUs vested and my paycheck looks off, did I already pay the tax?”
“My stock options vested and my paycheck looks off, did I already pay the tax?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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