One more factor to consider is appreciation (guess)

Tax rate really high when one exercises employee stock option. 

Depending on strike price and whether one needs to use sell some sotcks to cover the option cost. 100 shares of stock (in call option) could yield only 50 shares or 30 shares. 

if stock goes up by say 20, 100 share can gain 2k, but 30 shares only gain 600. 

You are right on long term capital gain. 

所有跟帖： 

• 谢谢。是升值，例如现在买下，100股变成30股？那70股缴税？不是很明白 -吃货99- ♀ (0 bytes) () 03/27/2024 postreply 17:02:51

• That is example after tax withholding, sale of some exercise -RomaVacation- ♂ (174 bytes) () 03/27/2024 postreply 17:09:06

• 卖那个70股抵税是一个选项不是必须的的吧 -吃货99- ♀ (0 bytes) () 03/27/2024 postreply 17:18:27

• Talk to HR. Get a training. -RomaVacation- ♂ (0 bytes) () 03/27/2024 postreply 17:31:05

• RSU 是100股自动扣掉40股抵税。我能理解。这个option 扣税不能理解。我可以问公司HR,谢谢。 -吃货99- ♀ (0 bytes) () 03/27/2024 postreply 17:51:14

• 是的，你可以自己交预扣税保留所有股票，或者你公司卖掉部分股票替你交预扣税，一般是建议 -长空无际- ♀ (191 bytes) () 03/27/2024 postreply 19:04:12