Alternative minimum tax
How the AMT is triggered by ISO exercises, how the credit works, and how to exercise without a surprise bill.
What is AMT on ISO exercise?
Exercising incentive stock options can trigger the Alternative Minimum Tax even without a sale. Here's why, with a full worked example.
What is the AMT credit, and how do you get it back?
Overpaid AMT from an ISO exercise isn't lost. Learn how the AMT credit is generated, recovered via Form 8801, and carried forward.
How to avoid AMT when exercising ISOs
Practical strategies to exercise incentive stock options with little or no AMT.
The AMT crossover point: exercising ISOs tax-free
Find the exact number of shares you can exercise each year before the AMT kicks in.
Form 6251 and Form 8801, explained
The two forms that report your AMT and claim the credit back.