Equity Position
Configure your vesting event
Company / Ticker
Auto-fills price
Shares Vesting
Stock Price
$
Shares
Broker Withholding Rate
Brokers withhold 22% for supplemental income. 37% applies if your supplemental income exceeds $1M.
Vesting Schedule / Timing
Social Security (6.2%) only applies up to $184,500 wage base. If your salary already reaches this cap before RSUs vest, no extra SS is withheld.
Full Year: SS applied only if salary is below the $184,500 wage base cap.
Income Profile
Used to calculate your true marginal rate
Annual Base Salary
$
Salary Range$240,000
Filing Status
Bonus / Other Income
If Married Filing Jointly, enter your spouse's annual income here for an exact household marginal rate calculation.
$
State of Residence
Local / City Tax Rate (%)
Optional
%
Default is 0%. Enter your municipal rate if applicable (e.g., 3.876% for NYC).
Vesting Gap Analysis
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Enter your vesting details on the left to see your real tax shortfall in real time.
Total Vesting Value
—
shares × price
Broker Withheld
—
at statutory rate
True Tax Owed on RSUs
—
marginal rate applied
Net After All Tax
—
keep in pocket
Federal Tax Bracket Breakdown
Enter income details to see bracket breakdown
Tax Itemization
| Component | Amount |
|---|---|
| Enter inputs to see full breakdown → | |
Recommended Actions
Additional Sell-to-Cover
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Enter your details to calculate the extra shares you should sell to cover your tax gap.
Quarterly Tax Payment
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The estimated amount to pay the IRS by your next quarterly deadline to avoid 8% underpayment penalties.
Complex Equity Structure?
Have RSUs, ISOs, NSOs, or an IPO lockup?
Connect with a licensed CPA specializing in Big Tech RSUs & Stock Options.