Can I put stock from Incentive Stock Options in a revocable trust?
March 10, 2004
Subject: Holding Period
Date: Thu, 19 Feb 2004
If someone purchases an ISO and is holding to qualify for the tax preference – can he put the shares in a revocable trust?
Date: Thu, 04 Mar 2004
Yes. A revocable trust is a “disregarded entity” for income tax reporting purposes, so the grantor is considered to continue owning the stock.