What we cover:

• Why your RSU cost basis is just the market price on your vesting day, and why that number never changes
• How under-withholding by your employer can leave you with a surprise tax bill in April
• The one check to run on your W-2 and 1099-B before filing, so you don’t pay taxes twice on the same shares
• What happens to cost basis with double-trigger RSUs when your company goes public

Read the full article: https://kbfinancialadvisors.com/rsu-cost-basis-tech-employees-guide/

Free consultation: https://kbfinancialadvisors.com/contact-us/?utm_source=podcast&utm_medium=audio&utm_campaign=tech_equity_pod&utm_content=rsu-cost-basis

About KB Financial Advisors: KB Financial Advisors helps founders and tech professionals navigate equity compensation, taxes, and the financial decisions that come with startup and public-company stock. Based in San Francisco, serving clients nationwide.

Website: https://kbfinancialadvisors.com Blog: https://kbfinancialadvisors.com/blog

Disclaimer: This podcast is for educational purposes only and does not constitute financial, tax, or legal advice. Consult a qualified professional about your specific situation.