RSUs, ESPP & Stock Options
“How do I report my ISO taxes?”
Reporting incentive stock option activity often depends on how the shares were acquired, whether they were held long enough for favorable treatment, and whether any alternative minimum tax adjustment applies. The answer can also change based on the exercise date, sale date, the spread at exercise, and what appears on Forms W-2, 3921, and 8949. In many cases, the main task is matching the brokerage records to the employer reporting and then reflecting any ordinary income or capital gain items in the right places on the return. 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.
“What tax rules apply to my ISOs?”
“I'm confused about the taxes on my incentive stock options?”
“I don't understand the tax treatment of my ISOs?”
“How are incentive stock options taxed on my return?”
“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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