Start here — which calculator do I need?

If…

Your RSUs just vested and you want to know what you owe

Then use

Estimate the gap between the 22% federal supplemental withholding and your real marginal rate

Background reading: /blog/how-much-tax-will-i-pay-on-rsu

If…

You got a cash bonus and the withholding looks too low

Then use

Same engine as RSU shortfall, applied to cash bonuses paid as supplemental wages

If…

You exercised ISOs (or are about to) and worry about AMT

Then use

Compute Alternative Minimum Tax exposure on the bargain element

If…

You exercised ISOs in a prior year and want to recover the AMT credit

Then use

Project Form 8801 minimum tax credit recovery year-by-year

If…

You exercised non-qualified stock options (NSOs)

Then use

Compute the bargain element + ordinary income + FICA + withholding gap

If…

You sold ESPP shares and want to know if it was a qualifying disposition

Then use

Split the gain into ordinary income vs long-term capital gain under §423

If…

You owe estimated tax and want to hit the IRS safe harbor

Then use

Compute IRC §6654 quarterly payments to avoid the underpayment penalty

Background reading: /blog/estimated-tax-after-rsu-vest

If…

You want to compare state tax rules for equity comp before moving

Then use

Top marginal, supplemental withholding, AMT, LTCG rules by state

Background reading: /blog/rsu-taxes-by-state