ESOP & RSU Taxation in India Demystifying Employee Stock Options

[@FinTaxPro]

For ITR filing services, you may contact us at 9718097735 or [e-mail]

[@alhatabhishek5513]

25:20 Tax deferment 28:40 details of unlisted equity share

[@csc_help]

Sir aap superb ho

[@narendrasinghshah1410]

Thanks for the informative session 🙏

[@ahmedvnit]

Great video - learned a lot. Thank you so much. Some constructive feedback on some issues 1. According to section 192(1C) - the eligible startups under 80-IAC have to - mandatorily - defer the taxes. There is no option to deduct the taxes for the employer. The drop down in schedule - income that says "not to be deferred" to be selected if the employee does not want to defer the taxes e.g., he might have sold the shares already in this FY. And, that's also the reason Form 12BA does not have "not to defer" row.

[@suyashuthale2310]

Thank you Sir for explaining things in easy manner .

[@saieshkaralkar7968]

Very nice video, good explanation Thank you

[@saireddyrohit2142]

For Foreign Company shares begins from 58 mins

[@mukeshch356]

Nice Explanation... Bro.

[@ashokkumarchaubey6376]

Exellant naration

[@Shiprakhandelwal724]

Thanks alot sir ...

[@padmanabha-re8ws]

Yaha shares ke holding period kaise calculate karenge. Is it from the vesting date to exercise date

[@ashokkumarchaubey6376]

we want a very informative your lecture on Pass Through Income

[@ramugehlot1274]

Thank sir ji

[@ahmedvnit]

Sir - u havent covered schedule FA for Esops which are vested but not exercised. I dont know how to value such esops in a schedule fa

[@kshitisrivastava7490]

how to get peak value for RSU and ESPP? RSU got vested on 15 march 2023, so peak value will be from 15 march? ESPP got purchased in august and 31st august and 28 feb 2022, so how to calculate peak value?

[@priyankatervankar105]

Thanks 😊

[@saurabh972]

Sir maine aap ke yaha call Kiya pata chala 999/- consultant fees hai.....fir maine income tax book study karke return khud file kar diya.......

[@FinTaxPro]

Great reading is good habit 🙂. We never solicit our clients it’s always your call 👍🏻

[@anilrikke736]

How to declare esop during filing returns

[@elumalai3742]

Sure sir thank you

[@ganeshgupta9767]

Thank you for the sharing valuable info on the video. When it comes to foreign RSUs, should we disclose the DP (Depository Participant) account used exclusively for holding RSUs on form A2, considering that we can only sell vested/ESOP RSUs and not make any new purchases? Furthermore, should we disclose dividend assets that remain unwithdrawn and are invested in a money market fund? Your assistance is appreciated.

[@bhargavkutti5602]

Whether grandfathering available in case of esop's ?

[@prashanttervankar1115]

Thank you 😊

[@mahanteshhiremath7051]

Sir, In case of RSU if RSU 10 share at grant price is 30, FMV of Share is 100. Then in Disclose of FA, intial investment which price is to be considered, 30 or 100?. Share with hold for Tax purpose is 4 share. How much share to be disclosed in FA schedule, whether 10 or 6. Case where RSU are not sold. Please Reply Sir.

[@suryakantgaur169]

👍👍👍

[@rakeshkesarwani6880]

About esop loss ... Kaise hoga Yeah course me hai sir

[@RahulKumar-hy3yx]

Sir If company wants to convert RSU to share option then what should be the JNL and disclosure part, please advise any reference. Thank you in advance.

[@Vibehaiprabhu]

Sir my client is having rsu perquisite His shares vested on January 2023 do I need to file itr 2 and show details on FA schedule Or just file itr 2 without mentioning FA schedule Totally confused because of calendar year and financial year

[@harshsrivastav0]

sir form 24G ko add kar dijiye tds content mein.

[@zakimustafa5329]

Great video. In your US stocks video, you mentioned that schedule FA's 'Total gross amount paid/credited with respect to the holding during the period' is the interest/dividend that's received in the account during that period. Here in this video, you changed the definition to the initial value of the investment. Which one is right? Please elaborate.

[@FinTaxPro]

In that video we talked about Normal share. In this video we are talking about ESOP both have different treatment

[@anilkinikar]

RSU not discussed. Only ESOP discussed

[@animeshtulsyan3099]

I hold some foreign ESOPs. Not yet exercised them or made any gains. Do I need to disclose them?

[@bala7483]

@@animeshtulsyan3099 yes

[@bala7483]

Yes

[@CaBanno]

Sir, Foreign Assets Schedule ke andar Closing Value me At Cost mention karna hai yaa At Market Value. Please reply.

[@abhay8437]

Par main to RSU ke liye aaya tha

[@HimanshuSharma-wt1tm]

Thankyou so much for such valuable info. My query is regarding USA Company's Esops is added as perks in Form 16 and taxed already deducted as TDS in India by such company. After selling it through Morgan Stanley, sale proceeds credited in Indian Salary Bank Account after deduction of Tax on same outside India (appearing in Morgan Stanley's Statement). Can we claim refund for that?

[@FinTaxPro]

You can claim relief if salary taxed in both the country

[@PRANSUKHA_AMBUJ]

48 months hai 4 yrs

[@maajisha03760376]

What if purchased unlisted but sold after listing