RSUs_guide-shareable_resource

Do I owe taxes on my RSUs?

Here’s a guide to help you figure out if you owe taxes on your RSUs.

Important note: This chart is here to help you understand some of the factors that can impact the federal taxes you’ll owe when your RSUs vest or you sell; state taxes may differ. This shouldn’t be considered as tax advice. You should definitely check in with your own tax advisor.

RSUs

Yes
RSUs will be taxed as income based on price at vesting date.

Did you sell your shares?
Before selling, did you hold your shares for more than one year from vest?
Yes
Pay long-term capital gains
No
Pay short-term capital gains
No taxes

Did your RSUs vest?
No taxes

This document is provided for your reference only and is not intended to serve as legal, tax, or financial advice.