itonewbie
Level 15
12-07-2019
10:54 AM
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How to determine whether Box 1 of Form W-2 already included the bargain element of the stock option (FMV on exercise date less the exercise price)?
- You should be able to determine that using info from the Form 3921, grant/exercise statements and documents, as well as compensation breakdown/payslips. You should, however, verify that all the shares sold were acquired through ISO rather than market purchase (as this does happen at times).
- Yes. ISO's are covered securities.
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No AMT adjustment for exersale.
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