Tax Center Global Tax Guide / Glossary / Discussion / About Us
Register Log In
myRecordsmyToolsmyClients
Tax Center: ISOs: W-2s & Tax Returns

If I gift or donate stock from an incentive stock option exercise/hold that triggered AMT, do I get an adjustment for it on my AMT return? What happens to my AMT credit? This is premium content

Unlike with a stock sale, gifting ISO stock does not result in an AMT adjustment for the difference...
For access to this answer, please sign in or register.
Not Yet a Member?

This feature is a benefit of Premium membership.

Registering as a Premium member will give you complete access to our award-winning content and tools on stock options, restricted stock/RSUs, SARs, and ESPPs.

Who becomes a Premium Member? See our long list of paid subscribers.

Are you a financial or wealth advisor? Learn more about MSO Pro Membership.

View Homepage

Questions or comments? Email support or call (617) 734-1979.