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ISO Stock Options

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ISO Stock Options

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  #1 (permalink)
Temecula, CA
Experience: Beginner
Platform: Ninja
Trading: CL
Posts: 146 since Sep 2012
Thanks: 91 given, 172 received

Curious if anyone around here has experience with exercising of stock options ... these are the ISO type so dealing with the taxes seems to be based purely off an AMT discussion. Tips, ideas, dos, don'ts etc.

Stock Options and the Alternative Minimum Tax (AMT)

After reading the above I didn't realize that the AMT paid one year could potentially be deducted the following year if you don't hit the AMT tax barrier again.

I am discussing this with the accountant and will probably pay someone else on the side for 2 opinions to make sure I am making the correct decisions as there is substantial money on the line here.

Sure wish something like this could be rolled into a retirement account


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