Life Event

RSU Tax Calculator 2026

RSUs are taxed like a bonus at vesting — and the default withholding often isn't enough.

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The short answer

When restricted stock units (RSUs) vest, their full market value is taxed as ordinary income that year, just like salary. Employers usually withhold at the flat 22% supplemental rate — but if you're in a higher bracket, that under-withholds and you owe the difference at filing. When you later sell the shares, any change from the vesting-day price is a capital gain or loss.

Taxed at
Vesting (ordinary income)
Default withholding
22% supplemental
Risk
Under-withheld if high earner
Later sale
Capital gain/loss

What changes for your taxes

  • The full value of vested RSUs is added to your W-2 wages as ordinary income.
  • Employers typically withhold a flat 22% — often too little if your marginal rate is 32–37%.
  • You may owe a balance (and underpayment penalty) at filing unless you top up withholding or pay estimates.
  • Selling the shares later triggers a separate capital gain or loss from the vesting-day value.

Why RSUs create a surprise tax bill

At vesting, your company reports the shares' market value as wages and usually sells or withholds enough shares to cover a flat 22% federal supplemental rate. If your actual marginal rate is 32%, 35%, or 37%, that 22% leaves a gap — and RSUs can be large, so the gap can be thousands of dollars you'll owe in April, sometimes with an underpayment penalty.

Fix it proactively: add extra withholding via Form W-4 Step 4(c), or make a quarterly estimated payment, to cover the difference between 22% and your real rate. Then track your cost basis at the vesting-day price — when you sell, you only owe capital-gains tax on the change since vesting, and selling right away means little or no additional gain.

Withholding gap on a $50,000 RSU vest
Your marginal rate22% withheldActual taxYou still owe
22%$11,000$11,000$0
24%$11,000$12,000$1,000
32%$11,000$16,000$5,000
35%$11,000$17,500$6,500
37%$11,000$18,500$7,500

Which situation is yours?

35% bracket, $50,000 RSUs vest
Your employer withholds the flat 22% ($11,000), but your real federal tax on that income is about $17,500 — a $6,500 gap that shows up as a balance due at filing.
Add ~$6,500 via W-4 Step 4(c) or an estimated payment now.
You sell the shares the day they vest
Your cost basis equals the vesting-day price, so selling immediately produces essentially no capital gain — only the ordinary income already on your W-2.
Little or no extra tax; you diversify out of employer stock.
You hold the shares and they rise 30%
The vesting value was already taxed as income; the 30% increase is a capital gain when you sell — long-term if you hold over a year.
Extra capital-gains tax on the appreciation only.

Your action checklist

1
Note the vesting-day market value — that's your ordinary income and your cost basis.
2
Check your pay stub: was withholding only 22% while you're in a higher bracket?
3
Top up withholding via W-4 Step 4(c) or make an estimated payment for the gap.
4
Decide whether to hold (future capital gains) or sell at vest (little extra gain).
5
Avoid over-concentration in your employer's stock.

Frequently asked questions

How are RSUs taxed?

As ordinary income equal to the shares' market value on the vesting date, reported on your W-2. Later, when you sell, any change from that vesting-day value is a capital gain or loss.

Why do I owe taxes on my RSUs?

Employers usually withhold only the flat 22% supplemental rate. If your marginal rate is higher, that under-withholds and you owe the difference at filing. Adding W-4 Step 4(c) withholding fixes it.

Should I sell RSUs as soon as they vest?

Selling at vest means little or no extra capital gain, since your basis equals the vesting-day price. Holding exposes you to your employer's stock risk. Many people sell to diversify and use the proceeds elsewhere.

Sources & verification

Last reviewed July 12, 2026.

Related calculators & guides

W-4 Withholding Optimizer
Cover the 22% withholding gap
Capital Gains Tax Calculator
Tax when you sell the shares
Tax Refund Estimator 2026
Will you owe at filing?
Educational overview only. This page explains common tax effects of a life event and pairs them with an estimator; it is not personalized tax advice and does not cover every situation. Confirm with a qualified tax professional. Full disclaimer.