ISO exercise and AMT planning screen
Estimate the ISO bargain element and a directional alternative-minimum-tax exposure before exercising.
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Illustrative ISO AMT preference$0
- ISO bargain element
- $300,000
- Exercise cash cost
- $100,000
- Illustrative AMT exposure
- $0
- Value at exercise
- $400,000
ISO qualification, holding periods, AMT exemption, prior exercises, disqualifying dispositions, credit carryforwards, and state treatment require specialist review.
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Use the estimate to ask a better question.
Bring the assumptions, your records and the result to a tax professional before acting on a material tax or retirement decision.