Tax treatment of stock options

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  • KWF
    Member
    • Dec 2007
    • 63
    #1

    Tax treatment of stock options

    Your 1040 Edition TaxBook states that stocks acquired through a Statutory stock option/ISO program require an AMT adjustment in year of exercise, if still held at end of that year. (page 6-2 chart)

    How about for stocks acquired through an ESPP program. Is an AMT adjustment required in year of exercise, for stock acquired through an ESPP and held beyond year of exercise?
    Tags: None
    • Rapid Robert
      Senior Member
      • Oct 2015
      • 1983
      #2
      Originally posted by KWF
      How about for stocks acquired through an ESPP program. Is an AMT adjustment required in year of exercise, for stock acquired through an ESPP and held beyond year of exercise?
      No. .

      "You said it, they'll never know the difference. Come on, we'll paint our way out!" - Moe Howard
      "That's enough! When you didn't know what you were talking about, you really had something! [to Curly]" -Moe Howard      ​

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