Can I now exercise an incentive stock option without AMT?

September 21, 2011

Subject: AMT tax liability on future ISO sales
Date: Wed, 15 Oct 2008
From: Ben

Thank you for your very helpful and valuable newsletter.

I understand unpaid liabilities for past ISO exercises have been abated.

I haven’t exercised my ISO because I didn’t want to pay an AMT. Can I exercise now without an AMT liability?



Date: 7 Nov 2008

Hello Ben,

No. The AMT adjustment for ISO exercises has not been repealed and still applies for 2008.

Good luck!

Mike Gray

For more information about incentive stock options, request our free report, Incentive Stock Options – Executive Tax and Financial Planning Strategies.

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