How RSUs Affect Your Tax Refund (and Why You Might Owe)
RSU vesting can turn your expected tax refund into a surprise bill. Learn why 22% withholding creates shortfalls and how to plan ahead.
Tax planning for equity compensation — estimated payments, exercise timing, multi-year strategies, and practical guides to minimize your total tax liability.
28 articles
RSU vesting can turn your expected tax refund into a surprise bill. Learn why 22% withholding creates shortfalls and how to plan ahead.
Learn when RSU vesting triggers estimated tax payment requirements, why 22% withholding creates a shortfall, and how to avoid IRS underpayment penalties.
Complete 2026 federal income tax brackets for all filing statuses with IRS-sourced tax rate schedules, standard deductions, AMT exemptions, FICA thresholds, and capital gains rates.
Compare state income tax rates, brackets, and supplemental withholding rates for equity compensation. Detailed coverage of CA, NY, TX, and WA with a summary of all state tax categories for tech employees.
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