Equity compensation tax guides
The calculators answer the numbers. These three pages answer the questions around them: what survives a departure, where the AMT credit goes, and what the 83(b) deadline actually changes.
Updated November 4, 2026 Sources and methodology
- What happens to your RSUs when you leave Forfeited units, shares you already own, the final paycheck and which state taxes the income.
- ISO AMT credit: how you get it back Why an exercise can produce tax with no cash, and what makes the credit come back faster.
- The 83(b) 30-day rule What the election changes, what a valid filing needs, and what happens if you miss the window.
Where to start
If you are leaving a company, read the RSU guide first and then the calculator for the year of your last vest. If you exercised incentive options and paid AMT you did not expect, the credit guide explains what that payment actually is. If you were granted restricted stock and the paperwork has just arrived, the 83(b) guide is the one with a deadline.
The overview of equity compensation tax maps every situation to its calculator with the 2026 federal figures.