RSUs, ESPP & Stock Options
“How does the IRS tax my ESPP shares?”
ESPP shares are often taxed based on a mix of the plan terms, the purchase discount, and what happens between the offering date, purchase date, and sale date. In many cases, the tax treatment also depends on whether the sale is qualifying or disqualifying, and whether any discount is treated as ordinary compensation versus capital gain. The broker reporting on Form 1099-B, the payroll records, and the company’s plan documents can all affect how the transaction is reflected on a 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.
“How do I report my ESPP shares for tax purposes?”
“I got ESPP shares and don't understand the tax side?”
“Can someone explain the tax treatment of my ESPP stock?”
“How are my ESPP shares taxed on my tax return?”
“My RSUs vested and my paycheck looks off, did I already pay the tax?”
“My ESPP shares 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.
Back to the full library