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I have some incentive stock options that I am planning to
Hi. I have some incentive stock options that I am planning to exercise. I need some advice in terms of the AMT liability it may or may not trigger. … read more
ALEX O
ALEX O
Partner O & G Tax
Master's Degree
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Question about tax on stock options: My employer's incentive
Question about tax on stock options:My employer's incentive stock options (ISO) include qualifying ISO and non-qualifying ISO. If I make the same-day cashless exercise / sale for both of them, I want … read more
ALEX O
ALEX O
Partner O & G Tax
Master's Degree
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I am preparing a return that has a code V in Box #12 with a
I am preparing a return that has a code V in Box #12 with a value of $4525.40. Box 14 indicates ISO $3092.91. Need to figure out HOW to complete Schedule D??… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
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I want to buy some ISO stocks. I want to know how many
Hi. I want to buy some ISO stocks. I want to know how many stocks should I buy to avoid AMT … read more
Mark Anderson
Mark Anderson
Attorney
Doctoral Degree
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One quick follow-up related to my last question. Can you
One quick follow-up related to my last question. Can you help me understand what impact the AMT will have?"With ISOs, your taxes depend on the dates of the transactions (that is, when you exercise the… read more
Carter McBride
Carter McBride
LLM
8,035 satisfied customers
Employee has ESPP shares. Some are qualified dispositions
Employee has ESPP shares. Some are qualified dispositions and some are non-qualified dispositions. He also had non-statutory stock options he sold (same day sale). He received a W-2 with a code V in b… read more
emc011075
emc011075
Tax adviser
8,788 satisfied customers
Exercised an ISO stock option in 2016 and sold stock on the
Exercised an ISO stock option in 2016 and sold stock on the same day. Employer included this amount in my W-2 income.-I don't need to report this on form 6251 under incentive stock options, right? -I … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,360 satisfied customers
Stock options - I exercised significant NQ options in 2016.
stock options - I exercised significant NQ options in 2016. My employer reflects in box 12 only the FMV(amt sold for) less exercise price as ordinary income. I had approximately $10k in brokerage and … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,360 satisfied customers
If I leave a private, venture backed company and exercise vested
If I leave a private, venture backed company and exercise vested incentive options, are there any tax ramifications with respect to AMT (or anything else) at any point in time prior to selling the sha… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,037 satisfied customers
I received income from the exercise of non-qualified
I received income from the exercise of non-qualified incentive stock options. The net income was reported on my W-2 statement and will be included in my normal tax computation. My question is do I als… read more
Jason M. Tyra, CPA
Jason M. Tyra, CPA
Principal
Master's Degree
168 satisfied customers
Tax question on Incentive Stock Options. A client gave me a
Tax question on Incentive Stock Options. A client gave me a W-2 with an amounts in Box 12 code V and box 14 code ISO. He also gave me a Form 3921 with info on grant and exercise info and lastly he gav… read more
emc011075
emc011075
Tax adviser
8,788 satisfied customers
I have to exercise stock options at work or lose them. Okay
I have to exercise stock options at work or lose them. Okay I want to purchase the options, I pay the 7,000 options. They tell me I have to pay tax NOW on the gain even though I cannot sell the stock … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,360 satisfied customers
Hi Lane; I have a client that wants to exercise some stock
Hi Lane; I have a client that wants to exercise some stock options (vested, incentive stock options). He wants to know what the tax implications of this would be for 2014. To really asses this, I woul… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,037 satisfied customers
I work for start-up who just filed for IPO. If I exercise my
I work for start-up who just filed for IPO. If I exercise my options right now (before it start trading publicly) and keep the stock for more than a year, will this purchase be subject for TAX in the … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,360 satisfied customers
I am a tax preparer who handles mostly 1040 sch A,C.E, but
I am a tax preparer who handles mostly 1040 sch A,C.E, but I now am in unfamiliar territory. My client works for Watson Lab- highly compensated and exercised an ISO. He was given a form 3921 along wit… read more
Bill
Bill
Master's Degree
3,255 satisfied customers
Facts: 1) T/P is selling stock from exercise of an incentive
Facts: 1) T/P is selling stock from exercise of an incentive stock option (Exercise 2). 2) The holding period has been met and is not at issue. 3) The cost of the option (Exercise 2) at time of exerci… read more
PDtax
PDtax
Owner
Master's Degree
6,509 satisfied customers
I exercised a large number of stock options in 2007, ...
I exercised a large number of stock options in 2007, but held the stock. I paid cash for the option or exercise price. The difference between exercise price and market value on that date was added to … read more
Bill
Bill
Master's Degree
3,255 satisfied customers
How do you treat shares traded in to exercise and incentive ...
How do you treat shares traded in to exercise and incentive stock option? When an option is exercised some shares are traded in to purchase the stock.… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,360 satisfied customers
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