Calculators
Run the numbers on equity vests so you know what to expect and what to set aside.
Tax rules change. Federal and state rates, brackets, and reporting rules are updated regularly. This site is not always current. check dates below and verify with official sources or a qualified tax professional.
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Update needed? Contact usRSU Tax Calculator
Model federal and state taxes on your RSU vest, compare withholding to estimated tax, and see what you may keep.
RSU Withholding Gap Calculator
Focus on the gap between what your employer withholds on RSU vests and what you may owe when everything is reconciled.
RSU Sell-to-Cover Calculator
Model sell-to-cover mechanics. shares sold for withholding, shares delivered net, and cash you may still need.
RSU Net Proceeds Calculator
See estimated net shares and cash after taxes and withholding. useful for budgeting around vest dates.
RSU Vesting Schedule Calculator
Build a vest timeline from grant inputs. not a tax estimate, but a schedule for planning around upcoming vests.
Annual RSU Income Estimator
Total your expected RSU ordinary income for the year. a starting point before running detailed tax estimates.
RSU State Tax Comparison Calculator
Run the same RSU vest through different state assumptions to see how location may change estimated tax.
RSU Move Between States Calculator
Rough scenario tool for RSU tax when you change states. not a legal sourcing allocation, but a planning starting point.
California RSU Tax Estimator
California-focused RSU tax estimate. a planning view for CA residents before you reconcile on your return.
New York RSU Tax Estimator
New York-focused RSU tax estimate. useful for planning before you file and reconcile withholding.
Washington vs California RSU Calculator
Side-by-side RSU tax comparison for Washington vs California. federal taxes still apply in both.
Texas vs California RSU Calculator
See how Texas and California differ on RSU state tax estimates for the same vest value.
Florida vs California RSU Calculator
Compare estimated RSU tax between Florida and California for the same vest. federal taxes still apply in both.
RSU Cost Basis Calculator
Cost basis on sold RSUs usually ties back to vest FMV already taxed as wages. this tool helps you model that link.
1099-B RSU Adjustment Helper
Structured helper for RSU 1099-B problems. zero basis, duplicate wage reporting, and supplemental plan lot details.
ISO AMT Calculator
Model potential AMT from ISO exercises. many inputs may require manual entry depending on your situation.
NSO Exercise Tax Calculator
NSO exercises usually create W-2 wage income at exercise. estimate taxes and withholding before you exercise.
ESPP Tax Calculator
Model ESPP tax basics: purchase discount, holding periods, and what may show up as wages vs capital gain.