Informative guides and additional resources to help you better understand your tax reporting obligations.
The type of equity compensation you have determines when taxes are triggered. Check out our Tax Treatment Guide to learn the specifics for your type of grant.Learn More
Learn common tax reporting errors to avoid, based on your type of plan.Learn More
Form 3922 contains information about tax-qualified ESPP purchases made in the prior tax year. This guide will help you understand the sometimes confusing language used in the form.Learn More
We offer you a hub of resources on stock plan taxes. Check out Understanding Taxes at Fidelity and bookmark for easy reference.