IRS 83(b) Election Form Generator & Mailing Checklist

Election Under Section 83(b) of the Internal Revenue Code

The undersigned taxpayer hereby elects under Section 83(b) of the Internal Revenue Code to include in gross income as compensation the excess (if any) of the fair market value of the property described below over the amount paid for such property, determined as of the date the property was transferred.

1. Name of taxpayer: [your legal name]

2. Address of taxpayer: [street, city, ST ZIP]

3. Taxpayer identification number: [SSN or ITIN]

4. Description of property with respect to which the election is made:
[number of shares] shares of [class of shares] stock of [issuer legal name].

5. Date on which property was transferred: [transfer date]

6. Taxable year for which election is made: 2026

7. Nature of restrictions to which the property is subject:
[describe vesting, repurchase, forfeiture, etc.]

8. Fair market value at time of transfer (determined without regard to restrictions): [FMV per share on transfer date]

9. Amount paid for the property: [total amount paid for the shares]

The undersigned taxpayer will file this election with the Internal Revenue Service office with which the taxpayer files their annual federal income tax returns no later than 30 days after the date the property was transferred to the taxpayer.

Copies of this election have been furnished to the person for whom the taxpayer performed the services as required under Treasury Regulation §1.83-2(d):

[employer / service recipient]
[employer mailing address]

Signature of taxpayer: ________________________________
Date signed: ________________________________

( Sign and date after printing — ink signature typically required for paper filing )