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Tax treatment of stock options

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    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?

    #2
    Originally posted by KWF View Post
    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

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