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Posted by Paul Fenton on May 18, 2007, 2:10 pm
Please log in for more thread options Tivo'ed, thank you for replying. I understand how they're treated
when vested and the tax implications. What I'm trying to figure out
is how do I enter them now in Q?
As I said, Q only recognizes NQ's and ISO's and requires you enter the
# of shares and the exercise price. As you know, there is no exercise
price on restricted stock. So how do I get them into Q along with her
NQ's?
Paul Fenton
wrote:
>What I've done is enter all the yearly awards with the future dates. You
>will have to update
>the price when they vest. At the time of vesting, the award should be
>treated as income, based
>on the price at vesting. Her company will include on her W-2, and also do
>withholding.
>When you sell, normal capital gains will apply.
>
>> Using Quicken 2006 Premier. Wife has stock options (Non-Qualified)
>> with various vesting dates and exercise prices. I've entered all
>> these in Quicken.
>>
>> She also has a number of Restricted Stock Awards (RSA's) in the same
>> company. An RSA has no exercise price since it's awarded in
>> certificate form to her. Like the Non Quals, they vest at various
>> dates.
>>
>> How do I enter these in Quicken since Q seems to only recognize
>> Non-Qualified and Qualified (ISO's)?
>>
>>
>> Paul Fenton
>
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