One more factor to consider is appreciation (guess)

Tax rate really high when one exercises employee stock option. 

Depending on strike price and whether one needs to use sell some sotcks to cover the option cost. 100 shares of stock (in call option) could yield only 50 shares or 30 shares. 

if stock goes up by say 20, 100 share can gain 2k, but 30 shares only gain 600. 

You are right on long term capital gain. 

所有跟帖： 

• 謝謝。是升值，例如現在買下，100股變成30股？那70股繳稅？不是很明白 -吃貨99- ♀ (0 bytes) () 03/27/2024 postreply 17:02:51

• That is example after tax withholding, sale of some exercise -RomaVacation- ♂ (174 bytes) () 03/27/2024 postreply 17:09:06

• 賣那個70股抵稅是一個選項不是必須的的吧 -吃貨99- ♀ (0 bytes) () 03/27/2024 postreply 17:18:27

• Talk to HR. Get a training. -RomaVacation- ♂ (0 bytes) () 03/27/2024 postreply 17:31:05

• RSU 是100股自動扣掉40股抵稅。我能理解。這個option 扣稅不能理解。我可以問公司HR,謝謝。 -吃貨99- ♀ (0 bytes) () 03/27/2024 postreply 17:51:14

• 是的，你可以自己交預扣稅保留所有股票，或者你公司賣掉部分股票替你交預扣稅，一般是建議 -長空無際- ♀ (191 bytes) () 03/27/2024 postreply 19:04:12