Viewing profile — lgcoleman

Ok. I'm a tax professional so I may have a vested interest. But the problem is there are a lot of questions you may not know to ask. Sure, filling out the forms is the easy part. K…

This assumes your shares are worth more than your exercise price. :) In order to get long-term capital gain treatment you will need to hold the shares for 1 year + 1 day. And more …

It completely depends what type of options you have. If they are incentive stock options then you will need to report the value of the bargain element (fair market value of the opt…