israeli-stock-options-tax
Israeli Stock Options Tax Calculator
Problem
Israeli tech employees receive stock options or RSUs as a significant part of their compensation, but most have no idea how much tax they will actually pay when they exercise or sell. The rules under Section 102 are complex: different tracks (capital gains vs income), a 24-month trustee holding period, surtax thresholds, and Bituach Leumi interactions all affect the final number. Getting it wrong can mean paying tens of thousands of shekels more than necessary, or worse, facing unexpected tax bills at exit.
Instructions
Step 1: Identify the Grant Type
Ask the user what type of equity they hold:
| Grant Type | How It Works | Common In |
|---|---|---|
| Stock options (ISOs) | Right to buy shares at a fixed strike price | Private startups |
| RSUs (Restricted Stock Units) | Promise to receive shares upon vesting, no strike price | Public companies, late-stage startups |
| Restricted shares | Actual shares with vesting restrictions | Founders, early employees |
Also determine:
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