ISO qualifying: held >1yr from exercise and >2yr from grant
Estimated tax on exercise
$0
Based on 2026 federal brackets + state tax
Total Value
$0
Spread / Gain
$0
Federal Tax
$0
State Tax
$0
FICA
$0
Net Proceeds
$0
RSU Tax Treatment
Holding Period Comparison
SELL NOW (SHORT-TERM)
$14,200
HOLD 1+ YEAR (LONG-TERM)
$9,800
You could save $4,400 by holding longer
Holding Period Comparison
See how much you save by holding longer
AMT Exposure (ISO)
AMT PREFERENCE ITEM
$40,000
POTENTIAL AMT
$7,200
AMT Exposure Analysis
Critical for ISO holders -- avoid surprises
Optimal Exercise Timing
Based on your income level and grant type, exercising in Q4 could minimize your AMT exposure. Consider spreading exercises across tax years to stay below bracket thresholds.
Optimal Exercise Timing
Personalized strategy to minimize tax
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