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RSU and ESPP Tax Calculator

RSU and ESPP Tax Calculator. An employee enters shares, vesting or purchase FMV, sale price, compensation rate, capital-gain rate, and withholding to estimate compensation, gain, and balance. Use it before selling vested stock or reviewing an ESPP purchase.

Inputs

Investments & Capital Gains inputs

Range: 0–100,000,000

Enter the count or numeric assumption in the unit stated by the label. Professional example: 100. Edit this value for your own facts.

Range: 0–100,000,000 $/share

Enter a non-negative US-dollar amount for the stated tax year; use the same tax year and jurisdiction for all related inputs. Professional example: 50. Edit this value for your own facts.

Range: 0–100,000,000 $/share

Enter a non-negative US-dollar amount for the stated tax year; use the same tax year and jurisdiction for all related inputs. Professional example: 70. Edit this value for your own facts.

Range: 0–100 %

Enter a percentage as a whole number, such as 22 for 22%, not 0.22. Professional example: 22. Edit this value for your own facts.

Range: 0–100 %

Enter a percentage as a whole number, such as 22 for 22%, not 0.22. Professional example: 15. Edit this value for your own facts.

Range: 0–100,000,000 $

Enter a non-negative US-dollar amount for the stated tax year; use the same tax year and jurisdiction for all related inputs. Professional example: 1500. Edit this value for your own facts.

Result

Balance Due
-100.00
Compensation Income
5,000.00
Estimate
Capital Gain
2,000.00
Capital Gain Tax
300.00
Ordinary Tax
1,100.00
How to interpret this result
RSU and ESPP Tax Calculator starts with a professional planning example for this scenario. Edit the inputs to replace the example with your own facts; the displayed outputs update from the formula.
Applicability and limits
This is a simplified equity-compensation estimate. It does not determine ISO rules, ESPP discount treatment, qualifying disposition, payroll withholding, basis adjustments, or state tax.
Calculation basis
Only the named inputs and displayed formula relationships are used. Rates, limits, thresholds, eligibility flags, dates, and jurisdiction assumptions are not silently looked up unless a verified dataset is listed.

Formula

Calculation logic

Formula definitions and substituted values.

What to check

  • An employee enters shares, vesting or purchase FMV, sale price, compensation rate, capital-gain rate, and withholding to estimate compensation, gain, and balance.
  • Use it before selling vested stock or reviewing an ESPP purchase.
  • This is a simplified equity-compensation estimate. It does not determine ISO rules, ESPP discount treatment, qualifying disposition, payroll withholding, basis adjustments, or state tax.

Related calculators

This is a simplified equity-compensation estimate. It does not determine ISO rules, ESPP discount treatment, qualifying disposition, payroll withholding, basis adjustments, or state tax.