Stock comp checklist before December 31
A short list to work through in the final weeks of the year.
Verify and reconcile
Confirm every vest posted correctly, check the withholding gap against your marginal rate, and reconcile broker cost basis against your supplemental statement.
Act on deadlines
Exercise expiring options, complete AMT-crossover ISO exercises, harvest losses clear of wash sale windows, and make estimated payments to reach a safe harbour.
Set up next year
Update your W-4, schedule a 10b5-1 or automated sell plan for upcoming vests, and diarise your next 409A or vest date.
Educational content, not tax advice. Your outcome depends on your grant documents, income and state. Equity Tax Engine models your actual position — join the waitlist.