Articles on Incentive Stock Options — AMT implications, exercise timing, ISO vs NSO tax comparisons, and strategies to minimize your tax bill when exercising.
32 articles
Use our AMT calculator to find the maximum number of ISOs you can exercise without triggering Alternative Minimum Tax. Includes 2026 exemption amounts and a step-by-step example.
Complete guide to quarterly estimated taxes for equity compensation. Due dates, safe harbor rules, and penalty calculations for RSU, ISO, NSO, and ESPP income.
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.
ISO exercises can trigger AMT estimated tax requirements. Learn safe harbor rules, quarterly payment deadlines, and how to avoid the IRS underpayment penalty.
Washington has no income tax, but the new 7% capital gains tax applies to stock sales over $270K. Guide for Amazon, Microsoft, and tech employees with RSUs and ISOs.
Texas has no state income tax, but tech employees with RSUs and stock options still face significant federal tax obligations. Complete guide to equity tax planning in TX.
Complete New York state income tax guide. Tax brackets, NYC tax, supplemental withholding, and how NY taxes RSUs, ISOs, and stock options.
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