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I have read a fair bit about restricted stock grants and
I have read a fair bit about restricted stock grants and vesting, but need clarification on the following: In a private company, we granted "restricted" stock. The "restricted" stock vest over three y… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
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I retired in Nov of 2017. I received 15,100 RSU's which
I retired in Nov of 2017. I received 15,100 RSU's which vested Oct 31,2017. The price that day was 30.64. I then sold the stock on Nov 20 at 32.00per share. My return now shows I owe $52,000 in taxes!… read more
taxmanrog
taxmanrog
Master's Degree
1,358 satisfied customers
Requesting Arthur Rubin. Arthur, Thanks for excellent past
Requesting Arthur Rubin. Hello Arthur, Thanks for excellent past service. Contextual Example: I buy a private Placement Stock of an exchange-listed stock X for $10 in January 2016. The $10 price inclu… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,935 satisfied customers
I'm a fully vested stockholder in a ESOP. Our ESOP company
I'm a fully vested stockholder in a ESOP. Our ESOP company is being sold to our chief competitor. The ESOP committee and our board of directors are the same four people. The board has enriched themsel… read more
taxmanrog
taxmanrog
Master's Degree
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I bought out my stock options in 2015 and paid tax on fair
I bought out my stock options in 2015 and paid tax on fair value last year on reported ordinary income. In 2016 Co bought options back at a lower fair market value. Where do I record the difference in… read more
Rick Martin
Rick Martin
MBA
92 satisfied customers
Well it is sort of complicated. When my Grandfather died I
Well it is sort of complicated. When my Grandfather died I inherited stock in his company (let's call X). In 2015, there was a merger with another company. In that merger I was given = number of share… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,339 satisfied customers
, I have t related questions: 1)I purchased shares
Hello, I have t related questions: 1)I purchased shares through my company's ESPP in 2011. I never sold the shares because the stock price plummeted a month later about 75%. In Nov 2014 the company fi… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,935 satisfied customers
If an officer of a public company donates or returns a portion
If an officer of a public company donates or returns a portion of their vested company stock awards back to the company, what is the entry to record this return of company stock back into treasury? Do… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,814 satisfied customers
I WAS GIVEN RSU GRANTS WHICH LAPSED, THE GRANTS WERE IN 2011.
I WAS GIVEN RSU GRANTS WHICH LAPSED, THE GRANTS WERE IN 2011. I HAVE A BROKER STATEMENT THAT SHOWS THEM WITH NO BASIS THERFORE IT SEEMS I HAVE 100% CAPITAL GAINS TO PAY SHOULD I HAVE A BASIS TO CLAIM … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
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I was granted 10 year 20,000 non statutory stock options that
I was granted 10 year 20,000 non statutory stock options that did not have determinable market value. My employer did specify the strike price for the options being granted. However my employer was no… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,104 satisfied customers
I had Restricted stock units vest last year. When it vested,
I had Restricted stock units vest last year. When it vested, my company took some of the stock to pay the taxes on the value of the remainder. In the lot, let's say after taxes, there were 100 vested … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,814 satisfied customers
Hi I noticed on a return a friend prepared that he didnt include
Hi I noticed on a return a friend prepared that he didn't include a $9500 stock loss because he states all of the sales were wash sales. The stocks sold during that year were bought in January. Howeve… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
I sold restricted stock that my company awarded me. The stock
I sold restricted stock that my company awarded me. The stock was awarded in 2005 and vested in 2008. I sold stock at the time of vesting to cover the taxes at that time, but did not sell the remainde… read more
Bill
Bill
Master's Degree
3,132 satisfied customers
I have a problem with Restricted Stock Reporting. I work ...
I have a problem with Restricted Stock Reporting. I work for a company that went through a buyout in September. The scenerio is as follows. On 02/22/2006 I was awarded 252 RSA shares that vested over … read more
Bill
Bill
Master's Degree
3,132 satisfied customers
I have been awarded restricted stock from my company and ...
I have been awarded restricted stock from my company and the stocks vests over a 5 year period. The first group vested in 2007 and I was awarded 137 shares. The company that administers the stock plan… read more
Bill
Bill
Master's Degree
3,132 satisfied customers
I excercised my stock option and the company reported ...
I excercised my stock option and the company reported the unrealized amount under code V, box 12. Our company stocks are restricted. I actually was not paid the gains in really money. The amount repor… read more
Bill
Bill
Master's Degree
3,132 satisfied customers
If I recieve unregistered stock in lieu of a cash ...
If I recieve unregistered stock in lieu of a cash compensation,do I owe income tax currently or do I pay upon the sale of the stock?… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
What should I do I was given 1,000 stock options ...
What should I do? I was given 1,000 stock options in a publically traded company at the start of my employment. The stock options vest at a rate of 20% per year. The strike price at the start of my em… read more
Christopher Phelps
Christopher Phelps
Sole Practitioner
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