Browse topics
RSUs · Case studies
Illustrative scenarios, start to finish.
Case study Start here
Case study: a full vesting year at a public company
An engineer with a large RSU year, and the tax bill nobody warned her about.
Case study
Case study: the $14,000 double-tax RSU mistake
How a wrong 1099-B basis overcharged one filer, and how the amended return fixed it.
Case study
Case study: holding RSUs through an IPO
Double-trigger shares all settle at once, and a six-figure tax bill lands in one quarter.
Case study
Laid off with unvested RSUs on the table
What one worker actually kept after a layoff, and the one severance term that saved part of the pile.
More RSUs categories