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

Databricks RSU Tax in Virginia (2026)

Localized tax model for Databricks employees residing in Virginia. Evaluates statutory brokerage withholding (5.75% state + 22% federal), 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 (30.07% 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 Tax1197 / 2000 Retained value: $89,775
Total Gross Vest$150,0002000 shares @ $75/share
Brokerage Sell-to-Cover$45,105602 shares liquidated automatically (30.07%)
True Federal Liability$48,046 Marginal 35.00% bracket on total comp $345,000
State Tax (VA)$8,625 Statutory withheld: $8,625 (5.75%)
2026 FICA Withholding$3,480 SS ($184.5k cap): $0 • Med: $3,480
Actual True Total Tax$60,151 Effective true tax rate: 40.10%
SPONSORED FIDUCIARY ADVISORYSAFE-HARBOR MATCH
Match with a Fiduciary CPA to calculate quarterly safe-harbor payments

Connect with a Northern Virginia tech CPA to manage quarterly 760ES vouchers for Amazon HQ2 & tech equity compensation. Ensure Form 1040-ES and state vouchers protect you against IRS underpayment penalties (IRC § 6654).

Schedule 15-Min Safe Harbor Review

Virginia Supplemental Tax Regulations for Databricks RSUs

Virginia taxes taxable income over $17,000 at a top rate of 5.75%. Employers withhold supplemental wages at 5.75%.

Virginia Safe Harbor & Underpayment Penalties

Virginia 760ES quarterly payments.

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 Virginia's statutory supplemental rate of 5.75% combined with the federal supplemental rate (22% on up to $1M). Because top earners in Virginia reach marginal brackets exceeding these rates, you will face an incremental shortfall on April 15.

Localized CPA & Advisory Referral

Advisor Guidance: Connect with a Northern Virginia tech CPA to manage quarterly 760ES vouchers for Amazon HQ2 & tech equity compensation.

Other States for Databricks (DATA-PRIVATE)