I just read you article ISO Executive Tax and Financial Planning Strategies. I have read similar articles and the information from IRS pub on Stock Options and other equity rewards. The IRS info and articles seemed to point at ISOs being exempt from 83b status.

Always File Your 83(b)

Please let me know if there are simple criteria, beyond the early exercise clause, that and ISO needs to adhere to in order to pass the 83b muster. If so, how can a company grant options or stock to such employees, or is there an alternative plan that allows this?

What is an 83(b) election?

Your IRS response stock market tracker isa half right. This is about par for informal responses from the IRS.

Stock options - The major differences between ISOs and NSOs & the 83(b) election - DPA Law Group

Section 83 incentive stock option 83 b election not apply to ISOs for regular tax purposes, so the election would not apply for regular tax. However, the exception to Section 83 for ISOs does not apply for AMT.

Therefore, the election is effective for AMT. IRC Section 56 b 3.

Also see instructions for FormLine IRC Section b 6. IRC Section c 5.

Do incentive stock options qualify for 83(b)?Michael Gray CPA, Stock Option Advisors

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