Tax Season 2026 Resources From myStockOptions Offer Crucial Guidance On Tax Returns Involving Equity Comp

The 2026 tax-filing season presents more risk than ever for costly blunders on tax returns among the millions of US employees who have equity compensation and company shares. The fully updated myStockOptions Tax Center is a key resource for employees with equity compensation. It provides expert yet easily understandable guidance on tax returns that involve stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, employee stock purchase plans, and sales of company stock.

“The tax reporting for equity comp income and sales of company stock is always complex,” warns Bruce Brumberg, Editor-in-Chief of myStockOptions.com. “While there’s never a good time to make mistakes on your tax return, 2026 is definitely not the year to take any risks. IRS computers reliably catch mistakes, but major reductions in budgets and staff at the IRS under the Trump administration have taken a toll on the agency’s ability to process amended returns correcting mistakes, or even handle taxpayer correspondence.”

The goal of myStockOptions.com is to help employees and their financial or tax advisors realize the full potential of stock options, restricted stock, RSUs, and ESPPs by educating them about tax rules and helping them prevent errors. “The last thing you want is to pay too much tax or incur IRS penalties that take yet more money out of your pocket,” adds Mr. Brumberg. This year in particular, he notes, tax changes under the “One Big Beautiful Bill” Act of 2025 may require special attention for employees with equity comp and company stock.

myStockOptions Tax Center Provides Valuable Tax-Return Resources

• Articles and FAQs spell out the core rules and most common mistakes people make with stock grants on their tax returns.
• The reporting of stock sales is made clear by special resources with annotated how-to diagrams of IRS Form 8949 and Schedule D.
• Diagrams of Form W-2, Form 3922 (for employee stock purchase plans), and Form 3921 (for incentive stock options) illustrate how companies report equity compensation income to employees.
• Infographics illustrate the process of tax reporting on key IRS forms.

Special Webinar: Preventing Tax-Return Mistakes With Stock Comp & Stock Sales

On February 12, myStockOptions.com held a webinar on tax returns involving equity compensation and stock sales: Tax Returns With Equity Comp & Stock Sales: Prevent Mistakes & Avoid Overpaying Taxes. Now available on demand, the webinar features three tax experts (two CPAs and an Enrolled Agent).

The panelists provide practical insights on mistakes to avoid that can lead to major tax overpayments or IRS trouble. They also discuss their takes on the state of the IRS under the Trump administration.

The on-demand webinar offers 2.0 CE credits for CFP, CPWA/CIMA, and CEP/ECA. Details are available at the webinar registration page.

Disclaimer: The news site hosting this press release is not associated with myStockOptions.com. It is merely publishing a press release announcement submitted by a company, without any stated or implied endorsement of the information, product or service. Please refer to a tax attorney or CPA for tax advice.

About myStockOptions.com

With award-winning content and tools, myStockOptions.com is an independent and unbiased source of expertise on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. We specialize in making complex stock compensation topics clearly understandable and relatable, in plain English and with an engaging style. Our audience includes:

– stock plan participants
– financial planners, wealth advisors, and CPAs
– professionals in stock plan administration, human resources, compensation, and finance
– attorneys, corporate counsel, and other members of legal staff

In addition to individual memberships, we also offer corporate services.