Equity compensation

RSU vest → ordinary income, withholding gap, sell-to-cover

Breaks down a restricted-stock-unit vest: ordinary income (fmv × shares), the flat supplemental withholding (22% to $1M, 37% above), the taxpayer's true marginal tax on the income (computed via the tax engine, so it captures bracket creep, NIIT, and the Additional Medicare Tax), the resulting under/over withholding gap, the sell-to-cover share count, and the per-share cost basis. Deterministic; not tax advice.

post/v1/equity-comp/rsu

Request

  • Base URL: https://api.numeratica.com
  • URL: https://api.numeratica.com/v1/equity-comp/rsu
  • Auth: one of:
    • HTTP bearer
    • API key in header X-API-Key

Request body

tax_yearinteger required

Supported tax year (2025 or 2026).

filing_status'single' | 'mfj' | 'mfs' | 'hoh' required
other_ordinary_incomenumber

Wages/other income, to find the marginal rate on the vest.

sharesnumber required
fmv_at_vestnumber required

Example request

{
  "tax_year": 2025,
  "filing_status": "single",
  "other_ordinary_income": 150000,
  "shares": 1000,
  "fmv_at_vest": 50
}

Response

RSU vest breakdown

result_idstring
engine_versionstring
disclaimerstring

Example response

{
  "result_id": "eqc-rsu_1a2b3c4d5e6f7a8b",
  "engine_version": "equity-comp-1.0.0",
  "inputs": {
    "tax_year": 2025,
    "filing_status": "single",
    "other_ordinary_income": 150000,
    "shares": 1000,
    "fmv_at_vest": 50
  },
  "result": {
    "marginal_rate": 0.24
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.