Employee Stock Plan Taxes and Tax Filing: Understanding Taxes on Stock Plans | Fidelity (2024)

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

1. Excluding tax-qualified employee stock purchase plans (ESPPs) and incentive stock options (ISOs).

2. Includes Social Security (up to the annual IRS limit) and Medicare taxes.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC.

Fidelity Stock Plan Services, LLC, provides recordkeeping and/or administrative services to your company's equity compensation plan, in addition to any services provided directly to the plan by your company or its service providers.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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Employee Stock Plan Taxes and Tax Filing: Understanding Taxes on Stock Plans | Fidelity (2024)

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