Offers Tax Help for People with Stock Compensation

March 3, 2010 ( - Updated for the latest changes in tax law, the tax-return content on can help people with stock compensation make sense of their tax returns and maximize their gains.

According to a press release, the Web site includes answers on the filing and reporting of tax returns that involve stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. Core articles and FAQs spell out the most common mistakes people make with stock grants on their tax returns.

In addition, annotated examples of Schedule D show exactly how to report sales of company stock, and an engaging podcast conveys key tips for tax returns, including errors to avoid.

Topics covered on the site include:

  • stock compensation issues that draw IRS scrutiny;
  • the effect of stock compensation on eligibility to receive the Making Work Pay Credit;
  • key changes in the income exemption amounts for calculating the alternative minimum tax;
  • revised rules for using old AMT credits to help taxpayers stuck with ISO stock whose value has dropped;
  • the complexity of estimated taxes;
  • netting capital gains and losses with company stock; and
  • the impact of the deferred compensation provisions in IRC Section 409A.


In addition, the Tax Center includes FAQs that explain the reporting of stock compensation that employees receive on Form W-2. With clear annotations on the real IRS form, other FAQs show exactly how to report sales of company stock on Schedule D of Form 1040. The Tax Center is here

The announcement said MSO Pro is a special membership for financial advisers, CPAs, and other professionals who have clients with stock compensation, which provides full access to the Web site and special features in the tools, where they can track and model stock grants for up to 25 separate clients.

In addition, said its content is ideally suited for licensing by companies and stock plan providers for their stock plan participants. A customized version of the Web site’s content can be woven into companies’ HR, benefits, and/or compensation portals.

For more information, visit, email, or call 617-734-1979.