ISO Multi-Year Exercise Optimizer
Educational proxy only: applies a flat AMT rate to total bargain element. Real AMT has exemptions, phaseouts, and credits—use with a CPA. Spreading exercises does not change total bargain element, but can change annual AMT pressure.
Inputs
Same FMV/strike for all years (simplified).
Proxy AMT tax on bargain element
FMV must exceed strike.
Use ISO AMT Impact and AMT planning guide for deeper modeling.
Related guides
Go deeper on the rules and planning ideas behind this calculator.