Stock Compensation Tax Filing: What You MUST Know for 2026
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Spotify | Youtube Music | RSS | More
✅ Wondering if you’re handling your stock compensation taxes correctly? Let’s build a strategy tailored to your equity → https://www.perspective6wealthadvisors.com/matt/
📌Stock Compensation Tax Form Checklist → https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/
📌ESPP: A Comprehensive Guide → https://perspective6wealthadvisors.com/espp-guide/
If you received RSUs, stock options, or ESPP shares in 2025, tax season just got complicated.
Most high earners with equity compensation make one critical mistake: they end up paying taxes twice on the same income because they don’t understand basis adjustments.
In this video, we break down:
- Your tax filing timeline for 2026—when documents arrive and what deadlines matter
- The exact forms you need from your employer and brokerage (W-2, 1099-B, Forms 3921 and 3922)
- How to avoid the most expensive mistake—missing the basis adjustment that costs thousands
- Why ESPP tax reporting is more nuanced than most people realize
- The withholding problem that catches high earners off guard every year
- What you should do right now to avoid overpaying the IRS
Whether you’re with Fidelity, Morgan Stanley, Schwab, or E*TRADE, understanding how your brokerage reports stock sales can save you from costly errors.
If a significant portion of your compensation comes from equity, the standard 22% supplemental withholding rate probably isn’t enough to cover what you’ll actually owe. We’ll show you how to calculate whether you need quarterly estimated payments.
Investment advisory services offered through Savvy Advisors, Inc. Other entities and/or marketing names, products, or services mentioned here are independent of Savvy Advisors, Inc.