Making sense of stock plan taxes

Informative guides and additional resources to help you better understand your tax reporting obligations.

What’s new this tax season?

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.

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What are the biggest mistakes I could make on my tax return?

Learn common tax reporting errors to avoid, based on your type of plan.

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IRS Form 3922 for ESPPs: and What You Need to Know, and How It Can Help You Understand ESPP Taxation

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.

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Hub resources icon

We offer you a hub of resources on stock plan taxes. Check out Understanding Taxes at Fidelity and bookmark for easy reference.