I forgot to attach a copy of my 83b election to my tax return – What should I do?
May 10, 2000
Subject: Early exercise – section 83(b) question
Date: Mon, 3 Jan 2000
Just read your incentive stock options report, and have one question: I sent the IRS an election 83(b) letter a few days after I exercised some ISO in late 98. However, I totally forgot to attach a copy to my 98 (the one submitted in 99) tax return. Will this have any consequences – is my election still valid? Is there anything I should do now?
Date: 9 Jan 2000
I wouldn’t give up.
Just file Form 1040X (and your state amended form) for 1998 and attach a copy of the election.
I hope you mailed the original certified mail.