TomD8
Level 15

State tax filing

"The 83(b) election would have been made on your personal tax return in the year the shares were granted."

 

Just to clarify, an 83(b) election is not made on your personal tax return.  It's made by submitting a written "statement of election" to the IRS, such as this sample from Fidelity.com:

https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/customer-service/instructions-for...

 

The IRS used to require that a copy of the statement of election be attached to one's tax return, but that requirement ended in 2015.

https://www.proskauertaxtalks.com/2016/08/irs-eliminates-requirement-to-submit-copy-of-section-83b-e...

 

 

 

**Answers are correct to the best of my ability but do not constitute tax or legal advice.