Role Guides
Your role shapes how equity shows up in your pay. These guides highlight the tax questions that tend to come up in each path.
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 Guide for Software Engineers
Engineers often stack salary, bonus, and multiple RSU vests. plan withholding before each vest hits.
RSU Tax Guide for Product Managers
PMs at public tech companies face the same RSU wage reporting. timing vests around job changes matters.
RSU Tax Guide for Tech Sales Employees
Commission plus RSU vests in one year can push withholding gaps wider. model before December.
RSU Tax Guide for Startup Employees
Startup tax is about liquidity timing. know what is taxable before you can sell.
RSU Tax Guide for Public Company Employees
Public company RSUs follow a familiar W-2 plus 1099-B pattern. master basis adjustments early.
RSU Tax Guide for Executives
Large single vests deserve proactive withholding and estimated payment planning. surprises are avoidable.
RSU Tax Guide for New Grads in Tech
Your first vest can be shocking on a pay stub. read this before vest day, not in April.
RSU Tax Guide for Dual-Income Tech Couples
Two RSU incomes in one household can compress brackets faster. coordinate W-4 and estimated payments.
RSU Tax Guide for Employees Near IPO
IPO year can mix private option exercises with new RSU vests. separate the tax events clearly.
RSU Tax Guide for Employees Leaving a Company
Job changes stop new vesting but past vests still need correct reporting. and options may expire soon.
RSU Tax Guide for Employees Moving to a No-Tax State
No state income tax does not eliminate RSU federal tax or prior-state sourcing on old wages.
RSU Tax Guide for High Earners
When RSUs are a large share of pay, withholding gaps and surtaxes deserve a deliberate plan.