Tax Center: ISO Tax Returns

Form 8949 and Sch. D diagrams After I have met the ISO holding periods, how do I report a sale on my tax return? This is premium content

After you have held the stock more than two years from grant and one year from exercise, the spread between the exercise price and the sale price is...
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.
We've updated our Privacy Policy, and this site uses cookies. Read the Privacy Policy to learn more.