lgcoleman

4 ms·

1. 1.▲
   by lgcoleman 11y ago

   Ok. I'm a tax professional so I may have a vested interest. But the problem is there are a lot of questions you may not know to ask. Sure, filling out the forms is the easy part. Knowing what goes where, why & what carryover provis
2. 2.▲
   by lgcoleman 11y ago

   This assumes your shares are worth more than your exercise price. :) In order to get long-term capital gain treatment you will need to hold the shares for 1 year + 1 day. And more than 2 years from the grant date (this part usually isn&#x27
3. 3.▲
   by lgcoleman 11y ago

   It completely depends what type of options you have. If they are incentive stock options then you will need to report the value of the bargain element (fair market value of the options less the amount you actually paid) as AMT (alternative