The Checklist You Need This
Tax Season
Get clear on what actually happened with your equity this year
Vests, exercises, sales, ESPP activity, 83(b), and liquidity events need to be tracked so you’re not guessing what needs to be reported.
Turn a messy pile of paperwork into a simple checklist
Documents like W-2 paystubs, 1099-B, supplemental cost basis, grant docs, and the equity forms that apply should be gathered.
Catch cost basis problems before they cost you
Understand the risk of paying tax twice if the basis isn’t reported correctly.
Understand why you might owe more than expected
Learn what happens when equity income is withheld at the federal supplemental rate and what that means for your filing.
Move from tax-season stress to a clear plan before you file
Find out which last-step items you may still be able to take, like an HSA contribution, if eligible, plus situations that deserve a closer look.
Filing soon?
Fill in your details below to get the checklist. Run through it before you file to spot issues before you submit your return.