Browse topics
NSOs · Forms & reporting
The tax forms, the reporting, and worked examples.
Guide Start here
Reporting NSOs: your W-2, your 1099-B, and the basis fix
The spread lands in your wages on the W-2, the sale shows up separately on the 1099-B, and the basis is the link between them. Read them as one story, fix the basis on Form 8949, and you pay tax once instead of twice.
Tool
NSO exercise calculator
Estimate the spread, the tax, and the cash you actually need to exercise, in four numbers you can do on a napkin.
Tool
Multi-year NSO exercise planner
Model exercising in chunks to keep each year out of the top bracket, using a bracket-headroom worksheet you can build by hand.
More NSOs categories