Form 1099-B
Broker statement for proceeds, basis reporting, and withholding details for equity sales.
6 key lines • 2 playbooks • 2 check questions
Open filing guide →Equity Compensation Filing Guides
Public filing guides for equity compensation scenarios, updated for tax year 2025 and grounded in IRS instructions and topic pages. Each guide focuses on the form lines, evidence, and common errors that show up in stock option, RSU, and ESPP workflows.
Latest filing suite publication: 2026-03-03
Form 3921
ISO exercise record used for basis and AMT workflows.
8 key lines • 3 playbooks • 3 check questions
Open filing guide →Form 3922
ESPP transfer statement used for qualifying/disqualifying sale analysis.
11 key lines • 3 playbooks • 3 check questions
Open filing guide →Form W-2
Payroll wage form where equity compensation may already be included.
6 key lines • 3 playbooks • 3 check questions
Open filing guide →Form 8949
Sale-level gain/loss worksheet where equity basis corrections are applied.
10 key lines • 3 playbooks • 3 check questions
Open filing guide →Schedule D
Summary of short-term and long-term capital gains/losses from Form 8949.
8 key lines • 3 playbooks • 3 check questions
Open filing guide →Form 6251
Alternative minimum tax form used for ISO spread impacts.
8 key lines • 3 playbooks • 3 check questions
Open filing guide →Form 1040
Primary return where withholding and summarized results are finalized.
8 key lines • 3 playbooks • 3 check questions
Open filing guide →Form 1099-DIV
Dividends and distributions from company stock held after RSU vesting or ESPP purchase.
6 key lines • 3 playbooks • 4 check questions
Open filing guide →Need calculators or workflow controls?
The filing guides pair well with the public calculators and runbooks when you need AMT, basis, payroll, or plan-ops context around a specific form.