Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Still need to file? Our experts can get your taxes done right. Get started >
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Showing results for 
Search instead for 
Did you mean: 
Level 1

Startup IPO’d. Most tax-advantageous way to report?

Hello and thank you for your advice today!


I had joined a startup back in 2015, and early-exercised some shares (no 83b filed). This year, the startup IPO’d, and the shares became real money. The 180-day holding period ended, and the company has opened up transfer of the shares from their custodians into our preferred brokerage accounts. My questions were:


Does this transfer event count as income, or would it trigger AMT? Would long-term gains tax advantages apply here if I were to hold it for over 1 year, or did the early exercise in 2015 already take care of that?


Ultimately, what would be the most tax-advantageous way to go about this transfer? There might be a sell-to-cover option, but I have a feeling that might not be the best. The gross value is less than $100k, if that matters.


Thank you!

1 Reply
Level 15

Startup IPO’d. Most tax-advantageous way to report?

The following is a link to a web site which may (or may not) be helpful.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies