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  • James callon started the conversation

    Restricted Stock Units (RSUs) have become a common part of employee compensation, especially in fast-growing industries like technology, finance, and biotech. While RSUs are an excellent way to build long-term wealth, many employees feel unprepared for the tax responsibilities that come with them. The moment RSUs vest, their market value is considered taxable income, which can quickly increase your tax bill. This is why having the right tools to estimate your liability is so important. One such tool is the AMT Tax Calculator

    , which helps employees understand the impact of RSUs and other income on their overall taxes.

    Why RSU Taxes Are Often Confusing

    Unlike regular wages, RSU income is taxed differently and often surprises employees. Here’s why:

    1. Federal Income Tax Withholding – Employers typically withhold 22% on RSU income (or 37% if the annual total exceeds $1 million). However, your actual tax bracket may be higher, which means the withholding may not cover everything you owe.

    2. Payroll Taxes – Social Security (6.2%) applies up to a capped amount of income, while Medicare (1.45%) applies to all income, with an extra 0.9% surtax for higher earners.

    3. State Taxes – Depending on your state of residence, RSUs may also be subject to significant additional taxes.

    4. Alternative Minimum Tax (AMT) – For certain employees, especially those receiving other forms of equity compensation, the AMT can further complicate their overall tax situation.

    This combination makes it difficult to know whether your employer’s withholding will be enough—or whether you’ll end up with an unpleasant surprise at tax time.

    How the Calculator Helps

    The AMT Tax Calculator allows you to input a few simple details such as:

    • Number of RSUs vesting

    • Stock price at vesting

    • Salary and bonus income

    • State tax rate

    • Filing status

    From there, it estimates your total taxable income, your likely federal and state taxes, and compares them against standard withholding. If there’s a gap, you’ll see exactly how much more you might owe. This empowers you to plan ahead instead of being caught off guard.

    For example, if you have 200 RSUs vesting at $100 per share, that’s $20,000 in taxable income added to your salary. If you’re already in the 32% tax bracket, but your employer withholds only 22%, you could owe thousands more when filing your return. The calculator highlights that difference clearly.

    The Benefits of Planning Ahead

    Using a tax calculator for RSUs offers several real advantages:

    • Avoid Surprises – Get an early warning if your withholding isn’t enough.

    • Plan Proactively – Adjust your W-4 or make estimated tax payments before penalties hit.

    • Smarter Financial Decisions – Understanding after-tax income helps you decide when to sell, hold, or reinvest.

    • Peace of Mind – No more worrying about a big unexpected tax bill at the end of the year.

    Final Thoughts

    RSUs are a valuable benefit, but the taxes tied to them can feel overwhelming. The good news is that with tools like the AMT Tax Calculator, you can quickly estimate your liability, identify potential shortfalls, and take control of your financial planning. Instead of dreading tax season, you’ll have the clarity and confidence to manage your equity compensation wisely and maximize your long-term gains.

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