Well Explained. What a great video. The voice is so assuring! You need to turn this into a CPE video.
@johnj4094
7 ай бұрын
@Mariner Wealth Advisors Thanks you for your great program..My employer SOld some Shares before giving me remaining on Vesting. Also I see it on my pay check and shows some Payroll taxes taken out..is that not double taxation? Question. Using Turbo tax will it figure all this out and correct what is owed or to be refunded?
@Adr_Jim
7 ай бұрын
I use TurboTax and my company stocks are managed using E-Trade. There is a "supplemental tax document" that TurboTax will NOT automatically sync. Using this document (or the equivalent with other trading platforms) you must fix the "cost basis" column it will say $0 because E-Trade doesn't report that part to the RIS. Hope this helps.
@STEALTHADS
6 ай бұрын
the question is once a stock is restricted but then the company goes to uplift to nasdaq , doesn't that make the stock automatically NON RESTRICTED ?
@uub23
4 ай бұрын
How does tax refund work if the marginal rate that they text you at is larger than your effective rate? Do they give back the additional money they took by selling your stocks at the beginning to pay for income tax?
@cainmenard5720
8 ай бұрын
Thanks for the information
@7radtech
Жыл бұрын
Is it better to sell older or newer RSUs stocks
@AccessMariner
Жыл бұрын
“It depends on a variety of factors - what does the cost basis look like? What do your current tax projections look like? A number of tax questions to think through.”
@BrainCoachJosh
Жыл бұрын
I am your 1,000th subscriber. Can I get some equity 😉
@pythonwithpankaj3469
Жыл бұрын
Can some sell vested RSUs after quitting the company? Will vested RSUs exist in account after quitting company?
@AccessMariner
Жыл бұрын
Once they are vested, you own them - typically, that individual account will remain open. Whether or not you should keep them/sell them is typically a much larger question.
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