Equity Calculator

💡 What is RSU? Restricted Stock Units are shares your employer grants as compensation. You pay income tax (36% in Costa Rica) when they vest, and can sell them at any price afterwards. This calculator shows your tax liability and net proceeds. Important: Make sure you have Form W-8BEN filed with your broker to avoid 24% U.S. backup withholding on sales.
Total RSU shares vesting. Example: 100 shares from your grant
The stock price on the date your RSUs vest (triggers tax event). Look up historical price if vesting date has passed.
Percentage withheld as employment tax at vesting. Costa Rica standard: 36%
Fees charged by your broker to transfer or wire the shares. Usually $0-50. Leave as 0 if no fees.
Exchange rate: how many CRC = 1 USD. Current: ~500-550. Check your bank for today's rate.
The stock price per share when you sell. Can be any future price or today's price if selling now.
💡 What is ESPP? Employee Stock Purchase Plan lets you buy company stock at a 15% discount through payroll deductions (limited to $2,500/month). You pay income tax on the discount when you sell. Calculate your profit and taxes here.
Number of ESPP shares you purchased. Example: 50 shares
Stock price on the day you enrolled in ESPP. You purchase at 85% of this price (15% discount). Leave empty if using purchase price directly.
What you actually paid per share. Use the 'Apply 15% Discount' button to auto-calculate from FMV, or enter manually.
⚠️ ESPP Monthly Limit: Purchase cost cannot exceed $2,500 per month
Current stock price or your target sale price. Profit = (sale price - purchase price) × shares.
If you held shares 1+ year from purchase, select Long-term. Otherwise, Short-term.
Fees to sell or transfer shares. Usually $0-50. Leave as 0 if no fees.
Exchange rate: how many CRC = 1 USD. Current: ~500-550. Check your bank for today's rate.

Results

Fill in the form and click Calculate to see results here

Fill in the form and click Calculate to see results here