RSUs, ESPP & Stock Options
“How are RSUs reported on my taxes?”
RSUs are often reported in more than one place on a tax return, because the taxable event usually happens when the shares vest, not when they are granted. The reporting can depend on whether taxes were withheld by the employer, whether any shares were sold at vesting, and what appears on the year-end wage statement and brokerage forms. In many cases, the ordinary income amount is reflected through payroll reporting, while later stock sales can create a separate capital gain or loss based on the vesting value and the sale price. A focused session can map this against your actual situation in plain English.
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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