Stock Option
Tax Calculator
Tax Calculator
This is not financial advice.
Basic Information
▌Basic information: Federal tax liability with W2 income and stock options
Filing Status | State |
Your W2 | Spouse W2 |
Stock Options
▌Incentive Stock Options (ISO): Bargain element = (FMV - Strike) × Shares. No regular income tax, but triggers AMT.
| Shares | FMV | Strike | Cost | Bargain | |
|---|---|---|---|---|---|
| - | - |
▌Non-Qualified Stock Options (NSO): Income = (FMV - Strike) × Shares. Taxed as ordinary income immediately.
| Shares | FMV | Strike | Cost | Income | |
|---|---|---|---|---|---|
| - | - |
▌Alternative Minimum Tax (AMT): Parallel tax system. Pay higher of regular tax or AMT. Rates: 26% up to ~$220k (MFJ), 28% above, exemption: $133,300 (MFJ)
AMT Income | $0 | |
Less Exemption | ($133,300) | |
AMT Taxable | $0 | |
Total AMT | $0 |
Tax Results
Total Ordinary Income | $0 | |
Taxable Income | $0 | |
Regular Tax | $0 | |
AMT Liability (AMT > Regular Tax) | $0 | |
Federal Tax | $0 | |
Effective Rate | 0.00% |
| Stock Options | Stock Option Planning (Schwab) |
| Alternative Minimum Tax (AMT) | Tax Treatment Guide (Fidelity) |
| Estimated Taxes | Employee Stock Options (TurboTax) |