ISO AMT Impact Calculator

Estimate Alternative Minimum Tax when exercising ISOs

The ISO AMT Trap

Exercising ISOs with large spreads can trigger AMT on paper gains you can't yet realize. You may owe six-figure tax bills on illiquid shares (pre-IPO, lockup period, etc.).

ISO AMT Impact Calculator

ISO Exercise Details

Enter your income and ISO exercise information

Your W-2 income and other taxable income (before ISO exercise)

(FMV at Exercise - Strike Price) × Number of Shares Exercised