The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: Taxes on Company Options Date:  11/16/2013  8:14 AM
Author:  TMFPMarti Number:  119528 of 127636

P.S. Once everything is reflected in the YTD numbers on your paystub, check to see whether you should adjust your withholding. Depending on your other income your income tax liability from the exercise could be much higher or possibly lower than what was actually withheld. You don't want unpleasant surprises (like a large balance due or refund) when you do your return.

Actually, I just looked at the calendar and see that if you exercise during 2013 there really won't be time to play with the withholding. However, if you don't exercise until 2014 it will be helpful.

Rule Your Retirement Home Fool
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us