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Restricted Stock Units Tax Estimator

Get ahead of tax surprises with this free spreadsheet that will help you estimate the after-tax value of a single RSU grant, and whether you're withholding enough for taxes.

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Quickly Estimate Whether You're Under-Withheld on Your RSUs

Did you know the default tax withholding for RSUs is less than what most high-earners need to avoid a surprise tax bill?

Input your grant details into our free downloadable estimator and instantly see the after-tax value of your grant and assess whether you’re likely to be under-withheld.

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DISCLOSURE

This RSU Tax Estimator is provided by Plancorp LLC for informational and educational purposes only. It is intended to offer a general illustration of potential federal tax implications related to a single Restricted Stock Unit (RSU) grant based on user-provided inputs. The tool does not constitute, and should not be relied upon as, tax, legal, or investment advice.

It is important to note that the estimator does not account for all relevant tax factors, including but not limited to: the Alternative Minimum Tax (AMT), Net Investment Income Tax (NIIT), additional Medicare Tax, state and local tax variations, other sources of income, deductions, or tax credits. Results are based on simplified assumptions and may not reflect your actual tax liability.

Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results.

Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor.  Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.

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