RSU settlement tax estimator
Your company IPO'd and RSUs settled all at once — but sell-to-cover withheld at 22%, not your real bracket. Estimate the federal and state gap, so you know exactly how much to set aside before the next quarterly deadline.
Simplified model: uses 2026 federal brackets (IRS Rev. Proc. 2025-32) without standard deduction, which slightly overstates tax for lower-income scenarios. Excludes FICA (1.45% Medicare on all RSU income; Social Security capped at $184,500 of combined wages), the 0.9% Additional Medicare Tax, AMT, and multi-state allocation. RSU income is ordinary income — NIIT (3.8%) does not apply to the settlement itself, only to capital gains on shares sold later. Supplemental withholding assumed at 22% flat (IRS Pub. 15-T, 2026), shifting to 37% only if RSU income alone exceeds $1 million. Model the real number with a CPA or equity-comp advisor.
Why sell-to-cover almost always falls short
When RSUs settle, your employer withholds shares to cover taxes via a sell-to-cover transaction. The withholding rate is set by IRS Publication 15-T at 22% for the first $1 million of supplemental wages in the calendar year (37% on the excess). That rate is a floor — it exists because the IRS needs a single number employers can apply before knowing a household's full picture.
The problem: most tech employees settling a large RSU position are already in higher brackets. Add $500K of RSU income on top of a $300K salary and the RSU income is taxed at 37% federally — 15 points above what was withheld. At $500K, that's $75,000 in uncovered federal tax, due quarterly and compounding if left unpaid past the deadline.
State taxes compound this further. California withholds supplemental wages at 10.23%, but an employee in the 13.3% top bracket on a large settlement still has a state gap. Texas, Florida, and Washington have no state income tax — that side of the gap is zero, but the federal side is unchanged.
2026 quarterly estimated tax deadlines
- Q1 — April 15, 2026. Covers income January–March. If RSUs settled at an IPO in the first quarter, the Q1 deadline was the first coverage point.
- Q2 — June 16, 2026. Covers income April–May. The next opportunity to catch up if the Q1 payment was insufficient — and the deadline to start covering a June IPO settlement.
- Q3 — September 15, 2026. Covers income June–August.
- Q4 — January 15, 2027. Final quarterly payment; full balance at tax filing (April 2027).
Underpayment penalties accrue quarter-by-quarter. Paying in a later quarter doesn't eliminate earlier underpayment — pay the gap as soon as you know it.
What to do before the next quarterly deadline
- Calculate your real marginal rate. Estimate your combined 2026 income — salary plus settlement — and find your federal bracket. Add state. The estimator above does a first pass; a CPA or equity advisor does the precise version.
- Set aside the gap immediately. Move the underpayment amount to a short-duration account (T-bills or money-market) the day you see this number. Don't spend it; it's not yours.
- Make the quarterly payment before the deadline. Pay via IRS Direct Pay (IRS.gov) or EFTPS for federal; each state has its own portal. If the next quarterly deadline is close — Q2 falls June 16, 2026 — pay this week.
- Plan for ongoing vesting. If you still hold unvested grants, each future vest is another ordinary income event. Build the 22%-vs-bracket gap into your cash management for every settlement date through your vesting schedule.
After the settlement: the shares you kept
Shares you hold after settlement have a cost basis equal to the settlement-day price. When you eventually sell:
- Sold within one year of settlement — short-term capital gain (ordinary rates).
- Sold more than one year after settlement — long-term capital gain: 0%, 15%, or 20% federal depending on income, plus 3.8% NIIT if income exceeds $200K (single) / $250K (MFJ).
- Lot selection matters. If you hold multiple tranches that settled at different prices, selling specific lots changes your gain or loss. Track the settlement date and price for every lot.
See the IPO lockup playbook for how to manage a concentrated post-IPO position across your lockup calendar, or the SpaceX employee guide for the SPCX-specific tranche schedule.
Get the exact number, not an estimate
The gap above is a model. A fee-only equity-comp advisor runs the real version — federal and state marginal analysis, FICA, NIIT, AMT if options are in the picture, specific quarterly payment amounts, and a plan for the shares you kept. Free match, no obligation, and if your next quarterly deadline is this week, say so.