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hey guys Anthony Fontana here Im a CPA and in this video were going to be going over the sales of an espp and RSU and how those are reported on a tax return more specifically these were held in a Charles Schwab brokerage account so if that is something where your stock options are held this is going to be super helpful for you the esps were sold in both a qualifying and disqualifying disposition so well go over both of those scenarios plus again the rsus I do have a separate video of sales of both espp and rsus where the stocks were held in an e-trade account so if thats something you want to see a specific example for be sure to check that out all right so I think the most important thing when reporting the sales of these stock options is to have all the proper documentation here before you start the tax return its almost a given every time I do these returns I dont get everything I need up front I always have to ask for more information so lets make sure that you dont fall tr
