A Quick Take on the Tax Treatment of Incentive Stock Options
by Daniel Zajac, CFP®, EA, CLU®. Last Updated on Last Updated on Jan 17, 2023 | Time to Read: 9 min
If your employer has granted you incentive stock options (ISOs), you’ve likely spent time researching the tax treatment. If so, you’ve probably read about the alternative minimum tax (AMT), and qualifying and disqualifying dispositions. Perhaps the complication has left you wondering: What does this mean to me as a taxpayer?
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