GOLDEN HANDCUFFS // FYI 2026.RSU
LOCALIZED JURISDICTION DATA-PRIVATE • $75 Texas (TX)

Databricks RSU Tax in Texas (2026)

Localized tax model for Databricks employees residing in Texas. Evaluates statutory brokerage withholding (22% federal only), true marginal liabilities, and safe-harbor quarterly payments.

Preset Loaded: Databricks (DATA-PRIVATE) • Quarterly vesting with secondary liquidity opportunities prior to IPO
Brokerage: Carta / Shareworks
Vest & Comp Parameters2026.1 PROTOCOL
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Tax Filing Status
IRC § 3402(g) GAPEstimated April Tax Shortfall
$15,046

Your employer's brokerage will automatically sell shares at flat statutory rates (24.32% combined), leaving a $15,046 unpaid tax gap when your W-2 is filed in April.

Incremental Shares to Sell201 SHARES Liquidate manually upon vest to cover estimated federal & state gap
Net Shares Kept After Full Tax1312 / 2000 Retained value: $98,400
Total Gross Vest$150,0002000 shares @ $75/share
Brokerage Sell-to-Cover$36,480487 shares liquidated automatically (24.32%)
True Federal Liability$48,046 Marginal 35.00% bracket on total comp $345,000
State Tax (TX)$0 Statutory withheld: $0 (0.00%)
2026 FICA Withholding$3,480 SS ($184.5k cap): $0 • Med: $3,480
Actual True Total Tax$51,526 Effective true tax rate: 34.35%
SPONSORED FIDUCIARY ADVISORYSAFE-HARBOR MATCH
Match with a Fiduciary CPA to calculate quarterly safe-harbor payments

Pair with an Austin tech CPA to model federal safe-harbor withholding and optimize post-vest equity liquidation. Ensure Form 1040-ES and state vouchers protect you against IRS underpayment penalties (IRC § 6654).

Schedule 15-Min Safe Harbor Review

Texas Supplemental Tax Regulations for Databricks RSUs

Texas levies zero personal income tax on supplemental wages, RSU vests, or capital gains. Your statutory withholding is restricted exclusively to Federal supplemental (22%/37%) and FICA (Medicare/Social Security).

Texas Safe Harbor & Underpayment Penalties

No state safe-harbor required.

Employer Stock Plan Specifics: Carta / Shareworks

Databricks pre-IPO equity compensation involves RSUs that trigger tax upon liquidity events or structured tender offers. Knowing your exact supplemental gap ensures you reserve adequate cash when participating in company-sponsored secondary sales.

When vesting at Databricks, Carta / Shareworks calculates automatic sell-to-cover withholding using Texas's statutory supplemental rate of 0.00% combined with the federal supplemental rate (22% on up to $1M). Because top earners in Texas reach marginal brackets exceeding these rates, you will face an incremental shortfall on April 15.

Localized CPA & Advisory Referral

Advisor Guidance: Pair with an Austin tech CPA to model federal safe-harbor withholding and optimize post-vest equity liquidation.

Other States for Databricks (DATA-PRIVATE)