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FOR LIVE PROGRAM ONLYWithholding on Equity Awards: Mastering Complex New FAST ASC 718 Standard and IRS Requirements THURSDAY, MARCH 30, 2017, 1:002:50 pm EasternIMPORTANT INFORMATION FOR THE LIVE
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How to fill out withholding on equity awards

01
To fill out withholding on equity awards, follow the steps below:
02
Obtain the necessary forms: You will need a copy of the W-4 form for employees and the W-9 form for independent contractors.
03
Determine the taxable value of the equity award: The taxable value is the fair market value of the award minus any amount the recipient paid for the award.
04
Calculate the appropriate withholding rate: Use the IRS tax withholding tables or the appropriate tax rate based on the recipient's tax bracket.
05
Subtract any previous withholding or estimated tax payments made by the recipient: If the recipient has already paid taxes on the equity award, subtract the amount from the calculated withholding.
06
Complete the withholding form: Fill out the necessary sections of the W-4 or W-9 form, including the recipient's personal information, the taxable value of the equity award, and the calculated withholding amount.
07
Submit the withholding form: Give the completed form to the employer or payer of the equity award.
08
Review and adjust as necessary: Regularly review the withholding on equity awards to ensure compliance with tax regulations. If any changes occur, such as a change in the recipient's tax status or withholding allowance, update the withholding accordingly.

Who needs withholding on equity awards?

01
Individuals who receive equity awards need withholding on equity awards.
02
This includes employees who receive stock options, restricted stock units, or other forms of equity compensation from their employer.
03
Independent contractors who receive equity awards as part of their compensation also need withholding.
04
It is important for both employees and independent contractors to fulfill their tax obligations by properly withholding taxes on equity awards.
05
Please consult a tax advisor or refer to IRS guidelines for more specific information on who needs withholding on equity awards.
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Withholding on equity awards is the practice of deducting a certain amount of money from an employee's stock-based compensation to cover the taxes owed on that income.
Employers are typically responsible for filing withholding on equity awards on behalf of their employees.
Employers can fill out withholding on equity awards by using the appropriate tax forms and following the guidelines provided by the tax authorities.
The purpose of withholding on equity awards is to ensure that the appropriate amount of taxes are paid on stock-based compensation received by employees.
Employers must report the amount of stock-based compensation provided to employees, as well as the taxes withheld and paid to the tax authorities.
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