For the 2025 tax season, myStockOptions.com provides unique resources for tax returns involving equity compensation and stock sales to help taxpayers avoid costly mistakes

(PRUnderground) February 20th, 2025

The 2025 tax-filing season (for 2024 income) presents more risk than ever for costly errors on tax returns among the millions of US employees who have equity compensation and company shares. Taxpayer mistakes can lead to overpaid tax, underreported income, IRS penalties, or even an IRS audit. The fully updated myStockOptions Tax Center provides expert yet easily understandable guidance on tax returns that involve stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, employee stock purchase plans, and sales of company stock.

“The tax reporting for stock comp income received in 2024 can be complex, given the year’s uneven stock markets and economic uncertainty,” asserts Bruce Brumberg, Editor-in-Chief of myStockOptions.com. “Moreover, changes at the IRS under the White House administration of President Donald Trump could impact the focus of the IRS in unpredictable ways.”

“Our goal is to help employees and their financial or tax advisors realize the full potential of stock options, restricted stock, RSUs, and ESPPs by educating them about tax rules and helping them prevent errors. The last thing they want is to pay too much tax or incur IRS penalties that take yet more money out of their pockets.”

myStockOptions Tax Center Provides Valuable Tax-Return Resources

• Core articles and FAQs spell out the core rules and most common mistakes people make with stock grants on their tax returns. Taxpayers, financial advisors, CPAs, and Enrolled Agents can quickly run through these to be sure they submit error-free returns.
• The reporting of stock sales is made clear by special FAQs with annotated how-to diagrams of IRS Form 8949 and Schedule D.
• Diagrams of Form W-2, Form 3922 (for employee stock purchase plans), and Form 3921 (for incentive stock options) illustrate how companies report equity compensation income to employees.
• Brief videos include a guide to avoiding costly tax-return mistakes that can lead to the overpayment of taxes.
• Engaging podcasts convey tips for tax returns.

Special Webinar: Preventing Tax-Return Mistakes With Stock Comp & Stock Sales

On February 12, myStockOptions.com held a special webinar on tax returns involving equity compensation and stock sales: Tax Returns With Equity Comp & Stock Sales: Prevent Mistakes & Avoid Overpaying Taxes. Now available to stream on demand, the webinar features three tax experts (two CPAs and an Enrolled Agent):

• Stephanie Bucko, CPA, CFA®, Mana Financial Life Design
• Dan Hodgin, CPA, Silicon Valley Tax Group
• Daniel Zajac, CFP®, EA, Zajac Group
• moderator: Bruce Brumberg, JD, editor-in-chief of myStockOptions

The panelists provide practical insights on mistakes to avoid that can lead to major tax overpayments or IRS trouble. They also discuss their takes on the future of the IRS under President Trump. A detailed agenda is available at the webinar registration page.

Disclaimer: The news site hosting this press release is not associated with myStockOptions.com. It is merely publishing a press release announcement submitted by a company, without any stated or implied endorsement of the information, product or service. Please refer to a tax attorney or CPA for tax advice.

About myStockOptions.com

With award-winning content and tools, myStockOptions.com is an independent and unbiased source of expertise on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. We specialize in making complex stock compensation topics clearly understandable and relatable, in plain English and with an engaging style. Our audience includes:

– stock plan participants
– financial planners, wealth advisors, and CPAs
– professionals in stock plan administration, human resources, compensation, and finance
– attorneys, corporate counsel, and other members of legal staff

In addition to individual memberships, we also offer corporate services.

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