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Video instructions and help with filling out and completing nonstatutory stock options reported on form w-2

Instructions and Help about nonstatutory stock options reported on form w-2

They've Syme here again I'm a securities attorney and I am also a principal in tartan Capital Advisors and today we have an interesting topic well it's actually a boring topic but you're going to find it very interesting because it has significant impact on our clientele and that is stock option programs and there's two kinds of stock option programs which makes it a little bit confusing and then there's 83-b election which hat which puts a whole different color on the whole discussion and I wanted to kind of go through this and explain to you what the statutory program is what the non-statutory program is and why 83-b almost makes it so it doesn't matter if you actually want to speed ahead in the video you can cut to the chase in the bottom line but but let's let's go through it I'll try to make it painless okay so a statutory stock option program is a is available only to employees of the company okay so not not the consultants not attorneys not friends not vendors it's just for employees okay and when the options are initially granted it's not a taxable event when the stock person converts from the option into the stock that's also not a taxable event that's important also and then finally when they go and actually sell the stock that's when it's a taxable event now there's a question when they finally sell the stock which is the only taxable event okay is it considered long term capital gains or short term capital gains the short term capital gains is ordinary income just like w2 earnings so you don't want that okay anyone void that the rule is in order for the ultimate sale to be considered long term capital gains it has to be either two years from the date that the option was granted or one year from the date it was exercised the option is granted you know Year Zero and then right around year one and a half the guy converts and sells that's short-term capital gains because it wasn't two years from the grant okay that's the statutory a stock option program parameters okay now let's switch over and let's talk about non-statutory now the good thing about non-statutory is you can give it to consultants you can give it to vendors you can give it to your attorneys you can give it to at you know you can give it to people that are they're involved with the company but not actual employees okay so however you don't get as good treatment in a non-statutory and let's talk about the difference the difference is let's say that you you you give a guy a stock your zero okay and then as as things go on let's say year eighteen months out he exercises and turns it into stock okay so he goes from the option into the actual stock believe it or not that's

FAQ

Why are my stock options that I cashed out on my w-2 form?
Because they are classed as income. Also in 2014 the rules on stock options and reporting changed,  so please research and ask your financial advisor to ensure reporting is correct.
When do I have to learn how to fill out a W-2 form?
Form W-2 is an obligatory form to be completed by every employer. Form W-2 doesn’t have to be filled out by the employee. It is given to inform the employee about the amount of his annual income and taxes withheld from it.You can find a lot of information here: http://bit.ly/2NjjlJi
How do you fill out a W-2 form?
In general, the W-2 form is divided into two parts each with numerous fields to be completed carefully by an employer. The section on the left contains both the employer's and employee`s names and contact information as well social security number and identification number.You can find a lot of information here: http://bit.ly/2NjjlJi
How should I fill out my w-2 or w-4 form?
To calculate how much you should withhold you need to calculate two things.  Step 1 - Estimate your TaxFirst go to Intuit's TaxCaster (Link - TurboTax® TaxCaster, Free Tax Calculator, Free Tax Refund Estimator) and put in your family's information and income (estimate what you'll make in 2016 before taxes and put zero for federal and state taxes withheld, don't worry that the TaxCaster is for 2015, you're just trying to get a general number).  Once you enter in your correct information it will tell you what you would owe to the federal government.Step 2 - Estimate your Tax Withholding Based on Allowances ClaimedSecond go to Paycheck City (Link - Salary Paycheck Calculator | Payroll Calculator | Paycheck City) select the correct state, enter in your pay information.  Select married filing jointly then try putting in 3 or 4 for withholdings.  Once you calculate it will tell you how much taxes are being withheld.  Set the pay frequency to annual instead of bi-monthly or bi-weekly since you need a total number for the year.  Try changing the Federal withholding allowance until you have enough Federal taxes withheld to cover the amount calculated in the TaxCaster.  The Federal withholding allowance number that covers all taxes owed should be the number claimed on your W-4.Don't worry too much about your state.  If you claim the same as Federal what will usually happen is you might get a small refund for Federal and owe a small amount for State.  I usually end up getting a Federal refund for ~$100 and owing state for just over $100.  In the end I net owing state $20-40.Remember, the more details you can put into the TaxCaster and Paycheck City the more accurate your tax estimate will be. 
I received my late husband's W-9 form to fill out for what I believe were our stocks. How am I supposed to fill this out or am I even supposed to?
You do not sound as a person who handles intricasies of finances on daily basis, this is why you should redirect the qustion to your family’s tax professional who does hte filings for you.The form itself, W-9 form, is a form created and approved by the IRS, if that’s your only inquiry.Whether the form applies to you or to your husband’s estate - that’s something only a person familiar with the situation would tell you about, there is no generic answer to this.
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