RSUs, ESPP & Stock Options
“What do I need to know about taxes on my RSUs?”
RSUs often create tax questions because the income can be recognized when shares vest, while any later sale may involve a separate capital gain or loss. The answer often depends on the vesting schedule, whether shares are sold right away or held, and how the value was reported on the W-2 or other tax forms. It can also matter whether taxes were withheld at vesting and whether the brokerage records match the employer’s reporting. In many cases, the timing of vesting and sale drives the tax result more than the grant date. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.
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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