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RSUs · Forms & reporting
The tax forms, the reporting, and worked examples.
Guide Start here
How to read your W-2 and 1099-B for RSUs
The vesting income already sits in your W-2. The basis column on your 1099-B is the one you have to correct yourself, or the same dollars get taxed twice. Here is every number, where it lives, and a full vest worked start to finish.
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RSU tax estimator
A simple way to estimate the tax on a vesting year and the shortfall your withholding leaves behind. The interactive version is on the way.
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RSU withholding gap calculator
See how much your company under-withheld on a vest and what to set aside before April.
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RSU sell-or-hold after-tax calculator
Compare selling at vest against holding, after tax and after concentration risk.
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RSU net shares after withholding calculator
Estimate how many shares you actually keep once taxes are withheld at vest.
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