Hello! I have ISOs some of which were already exercised ("exercise and hold"). I have some that vested but I haven't exercised yet. There was a secondary round in my startup, a spart of which you could (a) opt to sell shares or options for $X per share/option or (b) receive a small dividend of $Y per share/option or (c) mixture. I chose (b) to receive a dividend.
I was trying to research online what would be the tax treatment for this event (like salary? Capital gains?) and I got lost. Help please!
You'll need to sign in or create an account to connect with an expert.
your best bet would be to ask your human resource department. after all the company will need to issue you tax reporting forms. - a 1099-DIV (I think most likely) then the next question would be is it a qualified dividend eligible for treatment like a long-term capital gain. That too would be on the 1099-DIV. if this is a foreign country. I can't answer. I you are not a US citizen or resident that would also affect reporting
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
expat23843
New Member
MUSTANGSally89
Returning Member
surgerygalore
Intuit Alumni
Fuzydude64
New Member
josepha01
Level 1
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.