RSUs, ESPP & Stock Options
“What taxes apply to my RSUs?”
RSUs often create both income tax and payroll tax questions, because the value is commonly treated as compensation when shares vest or are delivered. The exact tax result can depend on the vesting schedule, whether shares are sold right away or held, and how the employer reports the transaction on the W-2 and brokerage forms. State tax treatment can also vary based on where the work was performed and where the employee lives. The timing of the vesting event and any later sale often affects whether there is also capital gain or loss to consider. A short conversation with a CPA can sort out what applies to your specific numbers.
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?”
“I’m confused about the tax treatment of my RSUs?”
“Do my RSUs count as taxable income, and when?”
“I got RSUs and don’t understand the tax side, can you help?”
“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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