Tax Season 2023: myStockOptions Resources And Special Webinar Offer Crucial Guidance

Tax Season 2023 is here. The tax reporting for equity comp income and stock sales in 2022 can be complex, given the year's stock-market volatility and declines. With that and the many tax-reporting changes of recent years, the 2023 tax-filing season presents more risk than ever for expensive errors on tax returns. Taxpayer mistakes can lead to overpaid tax, underreported income, IRS penalties, or even an IRS audit.

Fortunately, the award-winning resources of myStockOptions are here to lessen your stressin'. The fully updated myStockOptions Tax Center provides expert yet easily understandable guidance on the filing and reporting of tax returns that involve stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, employee stock purchase plans, and sales of company stock.

myStockOptions Tax Center: In-Depth Resources For Tax Season

An article and FAQ summarize changes in forms and reporting that taxpayers with stock compensation must know:

• Tax Season 2023: What You Need To Know About New Reporting Rules
• What's new for the 2023 tax-return season?

Other core articles and FAQs spell out the most common mistakes people make with stock grants on their tax returns. These include:

• 12 Tax-Return Mistakes To Avoid With Stock Options And ESPPs
• Restricted Stock & RSUs: 10 Mistakes To Avoid On Your Tax Return

You, your financial advisor, and your CPA or EA can quickly run through these to be sure you submit error-free returns.

More in-depth resources of the Tax Center include the following:

• special FAQs with annotated how-to diagrams of IRS Form 8949 and Schedule D
• diagrams of Form W-2, Form 3922 (for employee stock purchase plans), and Form 3921 (for incentive stock options)
• a fun interactive quiz on tax-return topics that lets you test your reporting knowledge in a painless way, before you file your return, and links to related content from the answer key
• an animated video guide to avoiding costly mistakes that can lead to the overpayment of taxes on stock sales.
• engaging podcasts with tips for tax returns

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Special Webinar On Tax Returns & Error Prevention

On February 15, myStockOptions.com will hold a special webinar featuring a panel of tax experts who will provide insights on tax returns involving stock comp and present real-world case studies showing how to use information in tax returns to create better financial plans: Preventing Tax-Return Mistakes With Stock Comp & Stock Sales

• February 15 (2pm–3:40pm ET, 11am–12:40pm PT)
• 2 CE credits for CPE, EA CFP, CPWA/CIMA, and CEP/ECA

Panelists:

• Stephanie Bucko, CPA, CFA®, Mana Financial Life Design
• Dan Hodgin, CPA, Silicon Valley Tax Group
• Daniel Zajac, CFP®, EA, Zajac Group
• moderator: Bruce Brumberg, JD, editor-in-chief of myStockOptions

A detailed agenda is available at the webinar registration page.