Blog

Articles on equity comp tax, RSU planning, and the rules behind the calculators on this site.

• Year-end equity comp tax checklist (RSUs, ESPP, ISO, NSO)

  April 30, 2026

  A 10-item December checklist to avoid surprises on next April’s return when your compensation includes RSUs, ESPP, or stock options.

• RSU taxes by state: California, New York, Washington, and Texas compared

  April 25, 2026

  How state income tax stacks on top of federal RSU withholding in the four biggest tech-worker states, with worked examples.

• How to set extra W-4 withholding to cover an RSU shortfall

  April 22, 2026

  Step-by-step guide to using Form W-4 line 4(c) to withhold extra federal tax from each paycheck and avoid an April surprise.

• Should you make estimated tax payments after an RSU vest?

  April 20, 2026

  How the IRS safe-harbor rule works, when an RSU shortfall triggers an underpayment penalty, and the two ways to fix it.

• 22% vs 37% supplemental wage withholding, explained

  April 18, 2026

  The IRS supplemental-wage rule taxes your RSU and bonus payments at 22% — until you cross $1M in YTD supplemental wages, when it jumps to 37%. Here is how the threshold actually works.

• Why your RSU tax bill seems too high — the 22% withholding gap, explained

  April 15, 2026

  Your employer withholds 22% federal on RSU vests, but your real marginal rate may be 32–37%. Here is the math, and how to avoid an April surprise.