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Stock Option 50% tax limited to $200K as of June 30th, 2021

simbokarl

Newbie
Oct 21, 2021
2
0
My question is with regards to the new rules implemented this year for vesting stock options from my company. In old rules you could vest as much as you want, and you'd only be taxed for 50% of the total capital gains coming from the executing of the options. As of June 30th, 2021 that has changed to where the 50% of capital gains is only valid up to the first $200K, and any amount thereafter is taxed as full income.
QUESTION: if I executed a "larger" amount of options in May - June of 2021, but have only executed $100K of capital gains since then - does that mean I still have $100K of room to execute and have only 50% of the gains taxed? Specifically - did the $200K limit START on July 1st??
 

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My question is with regards to the new rules implemented this year for vesting stock options from my company. In old rules you could vest as much as you want, and you'd only be taxed for 50% of the total capital gains coming from the executing of the options. As of June 30th, 2021 that has changed to where the 50% of capital gains is only valid up to the first $200K, and any amount thereafter is taxed as full income.
QUESTION: if I executed a "larger" amount of options in May - June of 2021, but have only executed $100K of capital gains since then - does that mean I still have $100K of room to execute and have only 50% of the gains taxed? Specifically - did the $200K limit START on July 1st??
You'd probably be better off asking this on a tax forum vs. an immigration forum.
 

simbokarl

Newbie
Oct 21, 2021
2
0
My question is with regards to the new rules implemented this year for vesting stock options from my company. In old rules you could vest as much as you want, and you'd only be taxed for 50% of the total capital gains coming from the executing of the options. As of June 30th, 2021 that has changed to where the 50% of capital gains is only valid up to the first $200K, and any amount thereafter is taxed as full income.
QUESTION: if I executed a "larger" https://omegle.onl/ amount vshare of options in May - June of 2021, but have only executed $100K of capital gains since then - does that mean I still have $100K of room to execute and have only 50% of the gains taxed? Specifically - did the $200K limit START on July 1st??
issue gt solved