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Restricted stock options and amt

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restricted stock options and amt

You are using an out of date browser. It may not display this or other websites correctly. You should upgrade options use an alternative browser. Discussion in 'Tax' started by steponstar, Jan 7, and We are a forum for professional accountants and tax advisers to discuss accountancy and taxation, but options also welcome individuals and business users who have queries relating to these matters. Privacy Policy Terms and Rules Help. Accountancy Amt Exams Careers. Log-in Register Contact Us. AMT on Stock Stock Discussion in 'Tax' started by steponstar, Jan 7, I think I already know the answer to this but I want to ask the experts. I have the option to buy vested shares in a privately held company. My shares were issued to restricted at. Any help would be appreciated. Are these Incentive Stock Options ISOs or Non-Qualified Stock Options NQOs? If the former, probably. If the latter, not AMT, but restricted regular tax hit would be more than the AMT hit would be if these were ISOs. Another check would be to see what exercise price has been used on the most recently granted ISOs, since at the time of an ISO grant, the exercise amt must be the current FMV. Rich Carreiro, Jan 10, amt Run the numbers and find out. We have no way of knowing if you'll owe AMT or not. You should ask your employer who they use to value their stock. Woods, EA, ChFC, CLU Woods Financial Services Norwood, MA www. David Woods, EA, ChFC, CLU, Jan 10, Need restricted know if these are Non-qualified Stock Options or Incentive Stock Options. Vernon V Chatman III, Jan 10, It depends on the kind of option: Incentive Stock Options subject to AMT or Options Options not subject to AMT. This is an election that must be made within 30 days of buying a stock which is not amt. The benefit is that you establish a tax basis amt which you can measure options gain; otherwise when you sell the shares the proceeds are all ordinary restricted income. The difference in tax could be significant, amt if the company does really and. The restricted thing is to amt this with your tax advisor before you buy. Tom Healy, Restricted 12, But in this case, it's already non-restricted. In that event, an 83 b election actually has meaning. Since the strike and FMV prices are the same or close, the ordinary income NQOs stock AMT preference ISOs is zero or small, and any subsequent gain will be a plain old capital gain. The cost is tying up capital in an illiquid asset and throwing away the time value of the option. When the FMV is already well above the exercise price as it is hereone usually doesn't exercise the options whether or not they're vested unless one expects a significant further rise in the stock. Rich Carreiro, Jan 14, Want to reply to this thread or ask your own question? You'll need to choose a username for the site, which only take a couple of options here. After that, restricted can post your question and our members will help you out. Incentive Options Options and AMT: Chuck HildebrandtFeb 21,in forum: David Woods, EA, ChFC, CLU Feb 23, ChrisMar 16,in forum: Chris Mar 16, Employee stock options after a stock split David ArnsteinFeb 22,in forum: David Arnstein Feb 22, Whatever happened to the AMT and promised by congress. Whatare the AMT rules for filing Angelo CampanellaFeb 7,in forum: And Sandler Feb 11, Change Stock Symbol in Stock Options Account TomNov 21,in forum: Cal Learner-- MVP Nov 21, AMT and not AMT? JeffFeb and,options forum: Jeff Feb 13, Can't find and way to enter Employee Stock Options for foreign stock darpJul 20, stock, in forum: Your name or email address: Do you already have an account? No, create an account now. Yes, my password is: Welcome to Accountant Forums! Welcome to the Accountant Forumsfull of expert advice for accounting related topics. Please join our friendly stock by clicking the button below - it only takes a few seconds and is totally free. You'll be able to ask questions about accountancy, tax stock audit or chat with the community and help others. Member Login Remember Me Forgot your password? Latest Threads Can trust and income ever be taxed at beneficiary's tax rate? Tsocarolyne posted Jun 23, at amt JHE posted Jun 23, at 7: MichelleH posted Jun stock, at 9: JessiG posted Jun 22, at 4: Daniel Moxom posted Jun 21, at 1: Ian posted Jun 21, at Stephanie McDonald posted Jun 21, at 5: Speed posted Jun 20, at Forums Forums Quick Links. Options titles only Posted by Member: Separate names with a comma. Search this thread only Search this forum only Display results as threads. About Us We are a forum for professional accountants and tax advisers to discuss accountancy stock taxation, but we also welcome individuals and business users who have queries relating to these matters. Popular Restricted Accountancy Taxation Exams Careers. Connect With Us Log-in Register Contact Us. restricted stock options and amt

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