Enter your equity grants, vesting schedule, and current stock price. See your unvested value, upcoming vest events, and estimated tax liability at each vest. Saves to your browser.
Tax notes: RSU vests are ordinary income, taxed at your bracket plus state plus FICA (approximated here). Options (ISO/NSO) are not tax events at vest; tax happens at exercise. See Equity Compensation for the full mechanics. 🔍 verify×DON'T TRUST, VERIFYClaim: RSU vests are ordinary income in the year of vesting. Options are not taxed at vest; they are taxed at exercise (NSO) or may generate AMT at exercise (ISO).Verify at: IRS Publication 525 ↗Complex equity situations deserve a CPA.
Not financial or tax advice. Complex equity deserves a CPA.