⚠️ I am not a tax expert or certified financial advisor. This tool is provided for educational and informational purposes only. I make no claims about the correctness, accuracy, or completeness of the calculations, formats, or tax compliance of the generated output.
You are solely responsible for:
- Verifying all calculations and data accuracy
- Ensuring compliance with current tax laws and regulations
- Consulting with qualified tax professionals before filing
- Any consequences arising from the use of this tool
Important Notes:
- The closing price of the stock on the vest date is taken as the FMV (Fair Market Value)
- Ensure that the vest and sales data entered are accurate, as errors will directly impact the generated report
- Always verify the final calculations before using them for tax filing
- This tool fetches historical stock prices automatically but you should verify their accuracy
Use this tool at your own risk. I assume no liability for any errors, omissions, or damages resulting from its use.