May 29, 2018 Tim Nguyen


Under finalized cost basis regulations for employee equity plans, the IRS no longer allows brokers and transfer agents to include the “compensatory income” component in the cost basis on Form 1099-B when employees sell shares. This creates a substantial risk that employees will overpay their taxes on these awards. These regulations affect all stock option, SAR, ESPP, and restricted stock awards. Join our experts to learn what various industry practitioners are doing to help employees mitigate this risk.

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