Schedule FA – RSU/ESOP/ESPP Checklist

Field-by-field guide to reporting foreign employer stock (RSU/ESOP/ESPP) in Schedule FA — exactly which boxes to fill and how.

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5-page field-by-field guide focused specifically on employer stock compensation.

What's inside

RSU vs ESOP vs ESPP — how each is legally different, and why that changes how you report it
Field-by-field instructions for Table A2 (foreign custodial accounts) and Table A3 (foreign equity/RSU/ESPP holdings)
The judgment calls: vested-but-unsold holdings vs shares sold during the year
Currency conversion rules specific to equity compensation — grant date, vesting date, and sale date values
Documents to gather from foreign payroll and plan administrators — Fidelity, Morgan Stanley at Work, Computershare, and similar platforms
How to cross-check your Schedule FA entries against Schedule FSI and your capital gains reporting

Who it's for

Employees holding RSUs, ESOPs, or ESPPs from a foreign — typically US-listed — parent or group company.

Why it matters

Employer stock is one of the most commonly missed Schedule FA categories — people report the sale under capital gains and simply forget the separate FA disclosure requirement, risking the same ₹10 lakh penalty.

How It Works

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