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No. The AMT adjustment for ISO exercises has not been repealed and still applies for 2008.