All guides

Index of every guide on EquityDue for crawl paths and human navigation.

• The Double-Counted Cost Basis Mistake on 1099-B

  Broker 1099-B proceeds may not include compensation income already on your W-2 — basis adjustments matter.

• ESPP Qualifying vs Disqualifying Disposition

  ESPP Qualifying vs Disqualifying Disposition

• Moving States With Unvested RSUs

  Which state may tax equity income when you relocate before vest.

• Sell-to-Cover vs Cash-to-Cover

  Sell-to-cover uses shares to fund withholding; cash-to-cover keeps more shares if you have cash.

• Why 22% RSU Withholding Leaves a Balance Due

  Supplemental wages often withhold at a flat 22% federally while your marginal rate can be higher.

• Year-End Equity Comp Checklist

  Vests, sales, ESPP purchases, and estimated taxes — close the year with a simple list.

Home · Data · Methodology