GeorgeM777
Expert Alumni

Retirement tax questions

Yes, given that long-term capital gain rates are 0%, 15%, or 20% for most taxpayers.  Making the 83b election is most advantageous when the amount of income reported at grant is small, the stock's growth prospects are moderate to strong, and the risk of stock forfeiture is very low.  

 

To better understand your tax liability, you might want to see what your tax liability would be had you not filed your 83b election.  Given the current capital gain, it would likely be much higher.  

 

@isaacg

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