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Tax Center: ISOs: W-2s & Tax Returns

After I have paid AMT for my ISO exercise and hold, what are some mistakes that I must avoid on my tax return? This is premium content

Whether you still hold the ISO stock or you sold it in the past year, once you have paid AMT your tax returns get complex. The AMT is basically a prepayment of the tax on ISOs. You will get a credit for it in subsequent years, even when you have not sold the ISO stock. This means, for example, that you still need to...
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