I exercised a massive number of incentive stock options this year but did not sell the shares, how do I calculate my potential AMT liability before tax day arrives?

Question

Kohari Gonzalez Oneyear & Brown · Accepted Answer

When incentive stock options are exercised and the shares are still held, the potential alternative minimum tax picture often depends on the spread between the exercise price and the fair market value on the exercise date, along with any other income, deductions, and preference items in the year. Th For an answer applied to your exact numbers, bring this question to a licensed KGOB CPA in a focused session and leave with a clear next step.