Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Jul 17, 2024 10:39:40 AM

Stock Options Expired Worthless but significant income on t4 year prior

Hi I was granted $36k in Stock Options in 2022 that expired worthless in 2023. 

 

Now that I'm filing taxes for 2023 how to I claim back income taxes on the stock options that inflated my income in 2022?

0 1 1839
1 Replies
Level 2
Jul 19, 2024 1:42:46 PM

Did you add the $36k in your 2022 Tax Return as a Taxable Benefit or not?

If not, you cannot claim any capital losses because you did not exercise your options, which means there were no tax consequences.

As per the Canada Revenue Agency (CRA):

" When you get an option to buy securities through your employer, it does not immediately affect your tax situation. 
If you decide to exercise your option and buy the securities at less than the fair market value (FMV), you will have a taxable benefit received through employment. The taxable benefit is generally the difference between what you paid for the securities and the FMV at the time you exercised your option. You can reduce the amount of the taxable benefit by any amount you paid to acquire the option rights. 
"

 

Thank you for choosing TurboTax.