Stay on top of company tax reporting requirements for ISOs, NSOs, RSUs & RSAs

Tax rules and reporting requirements vary for different equity awards and stakeholders. With so many deadlines and forms to remember, it's easy to get lost in the details.

Our visual guide simplifies the process, providing a clear outline of the tax reporting requirements for:

  • Incentive stock options (ISOs)

  • Non-qualified stock options (NSOs)

  • Restricted stock units (RSUs)

  • Restricted stock awards (RSAs)

Download the company tax infographic to understand:

  • When you are required to report taxes and what forms to use

  • How reporting differs for employees vs. non-employees

  • How your reporting obligations are affected by shareholders selling their shares and receiving payment through Carta

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