turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

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

Do ISO's keep marking to market each year? If I exercised ISO's in'16 and paid AMT on a 2/sh unrealized gain, and in '17 the FMV increased, do I pay AMT again?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

Do ISO's keep marking to market each year? If I exercised ISO's in'16 and paid AMT on a 2/sh unrealized gain, and in '17 the FMV increased, do I pay AMT again?

The stock you acquired via an ISO and continue to own is not "marked to market" every year.  Your exercise of the ISO set your basis both for regular tax and the AMT.  You have nothing to report, nothing to pay, until you sell that stock.

Tom Young

View solution in original post

1 Reply

Do ISO's keep marking to market each year? If I exercised ISO's in'16 and paid AMT on a 2/sh unrealized gain, and in '17 the FMV increased, do I pay AMT again?

The stock you acquired via an ISO and continue to own is not "marked to market" every year.  Your exercise of the ISO set your basis both for regular tax and the AMT.  You have nothing to report, nothing to pay, until you sell that stock.

Tom Young

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies