GOLDEN HANDCUFFS // FYI 2026.RSU
LOCALIZED JURISDICTION STRIPE-PRIVATE • $42 Virginia (VA)

Stripe RSU Tax in Virginia (2026)

Localized tax model for Stripe employees residing in Virginia. Evaluates statutory brokerage withholding (5.75% state + 22% federal), true marginal liabilities, and safe-harbor quarterly payments.

Preset Loaded: Stripe (STRIPE-PRIVATE) • Double-trigger RSUs or single-trigger liquidity event shares with quarterly vesting
Brokerage: Carta / Morgan Stanley at Work
Vest & Comp Parameters2026.1 PROTOCOL
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Tax Filing Status
IRC § 3402(g) GAPEstimated April Tax Shortfall
$14,106

Your employer's brokerage will automatically sell shares at flat statutory rates (30.04% combined), leaving a $14,106 unpaid tax gap when your W-2 is filed in April.

Incremental Shares to Sell336 SHARES Liquidate manually upon vest to cover estimated federal & state gap
Net Shares Kept After Full Tax2112 / 3500 Retained value: $88,704
Total Gross Vest$147,0003500 shares @ $42/share
Brokerage Sell-to-Cover$44,1571052 shares liquidated automatically (30.04%)
True Federal Liability$46,446 Marginal 35.00% bracket on total comp $337,000
State Tax (VA)$8,453 Statutory withheld: $8,453 (5.75%)
2026 FICA Withholding$3,365 SS ($184.5k cap): $0 • Med: $3,365
Actual True Total Tax$58,263 Effective true tax rate: 39.63%
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 Stripe 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 / Morgan Stanley at Work

Stripe employees with settled RSUs or participating in internal secondary tender offers face tax withholding at 22% statutory rates. Because shares are illiquid outside tender windows, underwithholding is hazardous: you cannot easily sell additional shares later to satisfy your April IRS obligation.

When vesting at Stripe, Carta / Morgan Stanley at Work 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 Stripe (STRIPE-PRIVATE)