I early exercised my ISO in 2021 that will be vested in both 2021 and 2022, I did not file the 83(b) election form. 1. for these early exercised ISO, should I pay tax on AMT or regular income tax for the price difference ?
2. since I did not file the 83(b), the amount i should pay is the FMV(at vested time) - strike price, since these ISO will be vested in a monthly cadence, where should I find the FMV ? Ask my employer or i have to trace back for all the transaction the find the FMV for every month when vested ?
3. regardless of tax upon AMT or regular income, for 2021 tax filing, i only need to handle the portion that's been vested in 2021 ? For the rest part that will eventually be vested in 2022, i should handle them in 2022 tax filing, e.g. in 2023 April?
4. If these tax should go into AMT, where can i enter the information in turbotax ? Enter every month vested FMV - strike price and quantity for 12 months ?
