UPDATES! How do you calculate AMT trigger points? For example, if my spouse and I earn $200,000 in 2023, will we trigger the AMT when I exercise ISOs? This is premium content

It is possible to be subject to the alternative minimum tax if you exercise and hold incentive stock options with a big spread. This FAQ calculates the income thresholds where the AMT can be triggered...
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.