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IRS Tax Treatment of Incentive Stock Options Forms 3921, 6251, 8949

Posted on March 19, 2012 by John R. Dundon II, EA — No Comments ↓

The Perturbing New Treatment of Patents Under the Tax Cut & Jobs Act (TCJA)

Incentive stock options (ISO) are compensation to employees in the form of stock rather than cash. With an ISO, the employer grants to the employee an option to purchase stock in the employer's corporation, or parent or subsidiary corporations, at…

Tagged with: IRS Form 3921, IRS Form 6251, IRS Form 8949, ISO, Qualifying Disposition
Posted in Alternative Minimum Tax (AMT), Stock Options

Tax Treatment of Incentive Stock Options (ISO’s): Qualifying Disposition

Posted on November 9, 2011 by John R. Dundon II, EA — No Comments ↓

Tax Treatment of Incentive Stock Options (ISO's): Qualifying Disposition

Tagged with: ISO, Qualifying Disposition, Stock Options
Posted in Stock Options

Business Ownership Succession Planning

Posted on June 21, 2011 by John R. Dundon II, EA — No Comments ↓

Consideration 1: Selling your business interest outright. When you sell your business interest to a family member or someone else, you receive cash (or assets you can convert to cash) that can be used to maintain your lifestyle or pay your estate taxes.…

Tagged with: business owner, Succession Planning
Posted in Retirement, Self Employ, Small Business, Sole Proprietor, Stock Options, Sub-chapter S, Tax Guidance & Preparation

How to Properly Close Down Your Business

Posted on June 16, 2011 by John R. Dundon II, EA — No Comments ↓

Closing down your business is hard and heart breaking and if you are at the point that you are actually reading this post then people have probably been nagging you for money and you are at the end of your…

Employee Stock Options and Alternative Minimum Tax (AMT)

Posted on June 8, 2011 by John R. Dundon II, EA — No Comments ↓

Okay this is fun, writing about employee stock options that is. The biggest thing that kicked me in the jimmy as it were was the Alternative Minimum Tax (AMT) obligation associated with Incentive Stock Options that were exercised (converted to…

Tagged with: Alternative Minimum Tax, AMT, Incentive Stock Options
Posted in Alternative Minimum Tax (AMT), Stock Options

Statutory Stock Options – IRS Form 3921

Posted on April 25, 2011 by John R. Dundon II, EA — No Comments ↓

This post address Statutory Stock Options - IRS Form 3921. There are essentially two kinds of stock options, statutory and non-statutory. If you exercise an Incentive Stock Option during 2010, you should have received IRS Form 3921, Exercise of an Incentive…

Tagged with: 3921, IRS Form 3921, Stock Options, Tax Implications of Incentive Stock Options
Posted in Stock Options

New IRS Forms for Reporting Exercise of Stock Options

Posted on November 15, 2010 by John R. Dundon II, EA — No Comments ↓

The IRS has issued two new forms for reporting stock options. Form 3921, Exercise of an Incentive Stock Option Under Section 422(b), and Form 3922, Transfer of Stock Acquired Through An Employee Stock Purchase Plan Under Section 423(c), reflect the…

Tagged with: Stock Options, Tax Implications of Incentive Stock Options
Posted in Stock Options

Options Traders and taxes

Posted on May 20, 2010 by John R. Dundon II, EA — No Comments ↓

The 1099-INT and 1099-DIV reported to the Internal Revenue Service details how much you received in interest and dividends through your account, while form 1099-B reported the total proceeds of your sales of stocks and bonds during the year. The…

The easist way for investment ‘traders’ to report transaction gains and losses to the IRS

Posted on January 24, 2008 by John R. Dundon II, EA — No Comments ↓

According to the instructions for Schedule D (page 6), instead of entering the details of each transaction separately on Schedule D or D-1, you can attach a statement containing all of the same information as Schedules D and D-1 as…

Tagged with: Reporting investment transactions
Posted in Capital Gain, Capital Loss, Cash Transaction, IRS Examination, Stock Options, Tax Guidance & Preparation

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