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ISOs · Forms & reporting
The tax forms, the reporting, and worked examples.
Guide Start here
Form 3921 and Form 6251 for ISOs
One form your employer mails you, one form where the AMT shows up, and one form where the sale gets reported three different ways. Get them aligned and the ISO surprise loses its power.
Tool
ISO AMT estimator
Estimate the alternative minimum tax a planned ISO exercise would trigger this year, before you write the check to exercise.
Tool
ISO exercise cost calculator
Add up the strike price and the AMT so you know the full cash cost of exercising your ISOs, not just the sticker price.
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