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SEC Form 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSIONER 4Washington, D.C. 20549STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIPCheck this box if no longer subject to Section 16. Form 4 or Form 5

How to fill out shares withheld for taxes

How to fill out shares withheld for taxes

1. To fill out shares withheld for taxes, follow these steps:
2. Obtain the necessary forms: You will need Form W-4, Employee's Withholding Certificate, and Form 8949, Sales and Other Dispositions of Capital Assets.
3. Determine the number of shares to be withheld for taxes: Calculate the total number of shares or value of shares that you want to be withheld for taxes.
4. Complete Form W-4: In Form W-4, indicate the number of shares or value of shares you want to withhold for taxes in the appropriate section.
5. Complete Form 8949: In Form 8949, report the details of the shares or securities that you are withholding for taxes. This includes the date of acquisition, date of sale, cost basis, and sales proceeds.
6. Submit the forms: Submit the completed Form W-4 and Form 8949 to your employer or tax authority, as per their instructions.
7. Review and make copies: Review the forms for accuracy and make copies for your records.
8. Monitor tax withholding: Monitor your tax withholding to ensure that the desired shares or value of shares are being withheld for taxes.
9. Adjust as necessary: If you need to make any changes to the shares withheld for taxes, consult with your employer or tax advisor and update the necessary forms accordingly.

Who needs shares withheld for taxes?

1. Shares withheld for taxes may be needed by individuals who:
2. Are employed and earn income from stock options or restricted stock units.
3. Want to meet their tax obligations by having shares withheld instead of making cash payments.
4. Prefer to manage their tax liabilities by directly withholding shares from their equity compensation.
5. Are required by their employer or tax authority to have a portion of their shares withheld for tax purposes.

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What is shares withheld for taxes?

Shares withheld for taxes refers to the portion of stock or equity that is withheld by an employer or entity to cover the tax liability for employees or shareholders when they receive equity compensation or stock options.

Who is required to file shares withheld for taxes?

Employers who offer stock-based compensation and the employees or shareholders receiving such compensation are required to ensure that tax withholding and reporting are properly addressed.

How to fill out shares withheld for taxes?

To fill out shares withheld for taxes, collect relevant information about the stock transaction, calculate the amount being withheld for taxes, and complete the required tax forms, providing details about the equity compensation and withholding amount.

What is the purpose of shares withheld for taxes?

The purpose of shares withheld for taxes is to ensure that the tax obligations of employees or shareholders are met at the time of equity compensation, preventing tax liabilities from becoming a burden in the future.

What information must be reported on shares withheld for taxes?

Information that must be reported includes the number of shares withheld, their fair market value at the time of withholding, the total tax amount withheld, and the relevant personal or business identification details.