Getting help with Taxes

Tax withholding for NSO exercises

We will withhold medicare, federal and state taxes for all NSO exercises from personal portfolios. An exercise summary is sent for review and approval to the option exercise approver.

Form 3921

A major new feature just in time for tax season, you can generate 3921 tax forms in eShares. Once you update your stakeholder tax data, we send the company copies of forms A, B, and C for the year you selected. Learn more about eShares’ form 3921.