MinhT1
Expert Alumni

Retirement tax questions

No.

 

Stock options are not a retirement plan. And you should not have box 13 checked for retirement plan for exercise of your stock options.

 

See chart on page 31 of this IRS document.

 

You may want to reach out to your previous employer for a correction if this hinders your ability to contribute to an IRA or Roth IRA.

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