i***e
发帖数: 373 | 1 2013年换工作，接着卖了原公司的Non Qualified Stock Option。
年底原公司寄来的W-2里，Earning包括了NQSO的收益。我相信扣税部分也包括了卖NQSO
时的扣税。
我的问题是，在Turbo Tax里是不是还需要填1099-B？觉得填了1099-B是重复计算卖
NQSO和扣税了？ |
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l*****k
发帖数: 1059 | 2 Not always. If you got the options from a public company, such as FLAG,
these
options are most-likely "Non-Qualified Stock Options" (NQSO), the spread at
exercise-time will be treated as ordinary income. But some options vested
in the
pre-ipo stage might be treated as "Incentive Stock Options" (ISO). ISO has
much
tax-friendly benefits than NQSO. |
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l******c
发帖数: 2555 | 3 here's incentive stock options:
Incentive stock options (ISOs), are a type of employee stock option that can
be granted only to employees and confer a U.S. tax benefit. ISOs are also
sometimes referred to as incentive share options or Qualified Stock Options
by IRS [1] .
The tax benefit is that on exercise the individual does not have to pay
ordinary income tax (nor employment taxes) on the difference between the
exercise price and the fair market value of the shares issued (however, the
holder ... 阅读全帖 |
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l**t
发帖数: 6971 | 4
5/
There is a profession called CPA. If you can't afford a CPA, there is a
software called TurboTax.
你给的information也不足以answer你的问题。你的option是ISO还是NQSO？Grant date
是什么时候？网上问这种问题只会误导你。 |
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c*******n
发帖数: 913 | 5 Actually, when you prepare SCH D, there is a huge worksheet you have to
prepare to avoid the double taxation.
SCH D has to agree with 1099-B. At least on the proceeds side.
If portion of ESPP transaction has already included in W-2, you have to
reflect that transaction specifically on SchD worksheet as a deduction to
the Gain realized, name it as already reported on W-2.
Different type of ESPP has different treatments. NQSO ISO ESPP have
different reporting way. If you feel uncomfortable on doin |
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c*******n
发帖数: 913 | 6 Actually, when you prepare SCH D, there is a huge worksheet you have to
prepare to avoid the double taxation.
SCH D has to agree with 1099-B. At least on the proceeds side.
If portion of ESPP transaction has already included in W-2, you have to
reflect that transaction specifically on SchD worksheet as a deduction to
the Gain realized, name it as already reported on W-2.
Different type of ESPP has different treatments. NQSO ISO ESPP have
different reporting way. If you feel uncomfortable on doin... 阅读全帖 |
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m******t
发帖数: 4077 | 7 今年第一次exercise option，请各位指教一下我下面这里的税交到哪里去了？为什么
1099B里面没有包括？
08/24/2012 TAX 68479080 -$692.28 <<<<<<<
08/24/2012 EXER 68479080 -$17,260.00
08/21/2012 Sell 100 XXXX XXXX INC
Details $19.15 $1,912.96 $2.04
08/21/2012 Sell 900 XXXX XXXX INC
Details $19.15 $17,216.66 $18.34
1099B 里面写着我的Sales price x quantity = cost basis. 但是完全没有提这里面
交的$692.28的tax.
W-2 box12-B上有一项NQSO(code V)，数目符合（sale price - grant price) *
quantity. ... 阅读全帖 |
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i***e
发帖数: 373 | 8 I think I figured it out.
The cost basis is the gross proceeds + fees & commissions. So the net result
is the fees & commissions as a (capital loss).
NQSO |
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f*******n
发帖数: 12623 | 9 early exercise的意思就是在vest之前exercise（买）。ISO本来就不用在exercise的
时候交税；跟early不early没有关系。（NQSO才需要在exercise的时候，或exercise之
后vest的时候，交税。）ISO只需要在卖的时候交税。 |
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s**********g
发帖数: 14942 | 10 我今年用的不是turbotax所以没sample
list出来的原话你copy上来呢
按理说难道不应该是 I have sales from an Employee Stock Plan, including ESPP,
NQSO, ISO, RS and RSU
前面是个sales前提啊
你贴的那个，也是说"This sale"
如果根本没卖，何来"this sale" |
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a*****0
发帖数: 3319 | 11 多谢。我自己没有sell, 但company sold enough on the day of vesting to cover
the taxes they withheld. 这算有sales的前提吗？我还需要check 这个box "I have
sales from an Employee Stock Plan, including ESPP,NQSO, ISO, RS and RSU"吗？
如果不check 那个box, 我就不需要report stock sell price, 只要把1099-B的表上东
西在turbotax 上填上去，去年我是这么做的，最后tax due or tax refund没有变，因
为W-2已经扣税了，但capital loss carry over变了。它算进了gain or loss. 我老公
说我应该check box, 但后面他也不知道怎么弄了。我们家税表是我管。他比我还不懂。
多谢。
ESPP, |
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l**t
发帖数: 6971 | 12
这要看他的option是ISO还是NQSO，不能一概而论的。还有AMT的问题。
我看LZ还是找身边的real friends或是CPA问问吧，别在网上瞎问了。 |
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g*****g
发帖数: 34805 | 14 今天填到关于non qualified option的部分，研究了半天。结论就是把broker上的cost
basic，加上W2上12, code V的部分。
你们如果简单加上gain也不划算，因为broker fee其实也是你的cost。换句话说，
Turbotax填出来那部分应该是负数。比如我在etrade上交易了一次出来就是$-26.
https://ttlc.intuit.com/questions/2698774-i-exercised-sold-nqso-s-same-day-
on-etrade-taxes-were-withheld-by-etrade-my-w2-shows-the-income-tax-1099-does
-not-report-the-taxes-withheld-am-i-being-taxed-twice |
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