Discussion:Exercising stock options

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Discussion Forum Index --> Basic Tax Questions --> Exercising stock options
Discussion Forum Index --> Tax Questions --> Exercising stock options

Dclearyea (talk|edits) said:

28 January 2008
Thought I would post this - wasn't sure the answer. Any help would be appreciated!

Can you tell me the tax implications of these two scenarios:


1. Exercising options during the first six months after a company goes public (the “do not sell” period) vs.

2. Exercising options after this period (when I think you can do a buy/sell transaction all in one)?

KatieJ (talk|edits) said:

28 January 2008
Are these employee options? If so, are they ISO's or nonqualified options?

Death&Taxes (talk|edits) said:

28 January 2008
In #1 if it is a Non-qualifed option, the spread is taxable when exercised anyway,

It devolves into a question of risk, not taxes.

Dclearyea (talk|edits) said:

28 January 2008
Yes, they are employee options. I'll check if they are ISO or nonqualified.

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