How To Avoid Tax Surprises and Penalties On Your RSUs and Stock Options
🚨 Download your FREE RSU Analyzer at https://www.javawealth.com/resources 🚨 Don't get caught owing a bunch of money to the IRS & paying extra in penalties & interest! Whether you have restricted stock units (RSUs), non-qualified stock options (NQSOs), or incentive stock options (ISOs), you'll definitely want to pay attention to the tax consequences that come with each form of equity compensation. In this video, we cover everything you need to know so that you are fully prepared when it comes to tax time. 0:00 Intro 0:30 How company withholdings work 1:46 Gotcha #1: RSUs 3:01 Gotcha #2: Selling stock 3:48 Gotcha #3: NQSOs 5:23 Gotcha #4 & 5: ISOs and AMT 8:19 Underpayment & the penalty 9:09 Figuring taxes owed 13:50 Safe Harbor rules 15:45 Adjusting withholdings 16:32 Paying quarterly estimated taxes 17:20 State taxes 17:53 Outro https://www.javawealth.com #stockoptions #rsu #personalfinance #taxplanning
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