83(b) Election Articles

How Equity Compensation Affects Your Tax Return: RSUs, ISOs, and 83(b)

Complete guide to reporting equity compensation on your tax return. Which IRS forms report RSUs, ISOs, and 83(b) elections — W-2, 1099-B, Form 6251, Form 3921.

Mike Navarro·March 12, 2026·15 min read

#Equity Compensation#Tax Return#RSU+3 more

Tax Planning

Equity Compensation Calculator: ISOs, RSUs, and 83(b) Elections in One Tool Suite

Free equity compensation calculators for ISOs, RSUs, 83(b) elections, and IPO lock-up planning. Find your AMT-free limit, RSU withholding shortfall, and optimal exercise strategy.

How Equity Compensation Affects Your Tax Return: RSUs, ISOs, and 83(b)

Equity Compensation Calculator: ISOs, RSUs, and 83(b) Elections in One Tool Suite

Run the Numbers for Your Situation

ISO AMT Calculator

RSU Tax Calculator

83(b) Election Explained: What It Is, How to File, and When It Saves You Thousands

Multi-Year Planner

83(b) Election Calculator

IPO Lock-Up Planner