ISOs: AMT Advanced

I can exercise my ISOs early and receive shares that still need to vest. Does my early exercise before vesting affect calculations for the AMT, disqualifying dispositions, or capital gains? This is premium content

Generally, stock options are exercisable when they vest. However, some pre-IPO companies grant ISOs that allow employees to exercise early into stock that is subject to a...
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.