Tax calculator for exercising stock options
The way your stock options are taxed depends on the type of options you were granted. That’s step 1 ☝️
Learn more
☝️ What type of options do you have?
You can find this info on the site that hosts your options grant (Carta, Angellist Stack, etc).
ISOs (incentive stock options)
NSOs (non-qualified stock options)
ISOs are taxed when you sell them, not when you exercise UNLESS you trigger Alternative Minimum Tax (AMT) or you don’t hold them long enough.
Let’s see if you’ll trigger AMT this year 👇🏾
🧾 How do you file taxes?
Single
Jointly
Separately
💵 How much did you (and your partner) make this year?
Enter taxable income
Income - Traditional 401(k) contributions
📍 Where do you live?
🚀 Tell us about your stock options
Number of options you’re exercising
Strike price
🎁 15% off your first Uprise plan for our friends from AngelList!
Name (optional)
Email (optional)
Have specific questions and want expert advice?
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Built with and state tax laws in effect for 2022. We built this calculator because we found the others available online to be inconsistent. That being said, this is an estimate based on the inputs provided and is not intended to provide investment, tax, or legal advice.
Federal tax laws in effect for 2023