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✉news BusinessPersonal Finance first seen 10 h ago, last 1 h ago, peak #20

Medicare Counts Vested Startup Stock Even If Never Sold

Original: His Employer Goes Public at a $35 Billion Valuation. Medicare Can Count the Stock When It Vests, Even If He Never Sells a Share

A worker's employer has gone public at a $35 billion valuation, raising an unexpected tax issue: Medicare's income-related premiums can count vested stock as income the moment it vests, even if he never sells a single share. Personal finance commentators are highlighting the case as a cautionary tale for employees holding newly public company shares, who may face steep Medicare surcharges on paper gains they never cashed in.

Why now: The employer's IPO at a $35 billion valuation put vested stock, and the Medicare premium consequences, in the spotlight.

Medicare

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