Alternative Minimum Tax

The most common scenario that impacts the AMT is an exercise and hold of ISOs. If you hold the shares past calendar year end, the bargain element (or the difference...

The Alternative Minimum Tax can be a significant concern when exercising incentive stock options, particularly if you have large bargain element, and it’s important to understand how this might impact...

AMT can apply for various reasons, such as having certain business deductions or exercising and holding incentive stock options. However, just because you exercise and hold incentive stock options does...

The AMT system is parallel to the regular income tax calculation and is calculated using IRS form 6251. The calculation leads to the tentative minimum tax. Generally speaking, if the...