Can I file a return with an 83(b) electronically?
October 10, 2014
Subject: 83b question
Date: 19 Mar 2012
I was searching the web for a question regarding 83b and e-filing and came across your website. Thanks for all the great info on the site.
I exercised a stock option for my employer’s stock and filed a Section 83(b) election form. I am preparing to file my income tax returns, but I’m not sure if I can file them electronically, since I need to attach the Section 83(b) election with the tax returns.
What are my options?
Thanks in advance.
Date: 30 Apr 2012
My tax return preparation software now allows me to send a PDF file with the tax returns when I e-file.
You might inquire whether you can do the same.
An alternative is to mail Form 1040X with a copy of the Section 83(b) election as an informational copy.