Taxation of Restricted Stock Units (RSU)

RSU stands for Restricted Stock Units and these are shares of stock that vest over time with employment at your company. Taxing RSUs can be a tricky subject, but we're here to break it down for you.

0:00 Introduction
1:05 What is RSU? Restricted Stock Unit (RSU) definition
2:06 The key features of the RSU
2:50 Vesting schedules: RSUs graded vesting & cliff vesting
3:29 What happens with vesting when you’re laid off?
3:58 Taxation of Restricted Stock Units (RSUs)
4:21 Restricted Stock Units (RSUs) vesting example
6:01 Required Taxes on RSUs: Social Security and Medicare Taxes
7:00 Federal Income tax withheld on RSUs
7:44 State Income tax withheld on RSUs
7:54 Supplemental Wage Rate on RSUs
10:28 What are RSUs on Form W-2?
14:00 RSU vs. stock options
14:31 RSU tax implications

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DISCLAIMER: THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS TAX, FINANCIAL, OR LEGAL ADVICE. EVERY PERSON’S SITUATION IS DIFFERENT AND YOU SHOULD CONSULT WITH YOUR OWN FINANCIAL AND TAX ADVISOR FOR ADVICE SPECIFIC TO YOUR SITUATION. COMMENTS ARE NOT REVIEWED