ISO AMT Calculator
Model potential AMT from ISO exercises. many inputs may require manual entry depending on your situation.
Tax rules change. Federal and state rates, brackets, and reporting rules are updated regularly. This site is not always current. check dates below and verify with official sources or a qualified tax professional.
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AMT is genuinely complex and depends on your full tax return. This tool shows the ISO spread (the AMT preference) and an optional rough estimate from rates you enter. it is not a Form 6251 calculation or tax advice.
We do not pre-fill personal financial values. Estimates appear only after you enter your own numbers.
Enter your details to estimate
Add your equity, income, state, and withholding details to see an educational estimate. No personal financial values are pre-filled.
Start with the fields below.
Your details
Enter your own numbers below. This is an estimate, not a filing position.
Required to estimate
Required to estimate
Fair market value (e.g. 409A or market price) when you exercise.
Required to estimate
Rough total of your other income, used only for the simplified AMT income figure.
Not loaded in config. Enter your AMT exemption to see a rough estimate; leave blank to skip.
Not loaded in config. Enter an AMT rate to see a rough estimate; leave at zero to skip.
Results will appear here once you enter the required details on the left.
Related guides
- ISO AMT Explained
AMT can make an ISO exercise expensive in cash even before you sell shares. understand the spread first.
- How ISOs Are Taxed
ISO tax is a sequence: usually no tax at grant, possible AMT at exercise, capital gain treatment on qualifying sales.
- ISO vs NSO Tax Difference
ISOs and NSOs are taxed differently. the exercise and sale timeline drives most of the difference.
- Stock Options vs RSUs
Options and RSUs follow different tax paths. know which events create wage income vs capital gain.
Related pages
- ISO AMT Explained
AMT can make an ISO exercise expensive in cash even before you sell shares. understand the spread first.
- How ISOs Are Taxed
ISO tax is a sequence: usually no tax at grant, possible AMT at exercise, capital gain treatment on qualifying sales.
- ISO Exercise Tax Calculator Guide
A short guide to our ISO AMT calculator: what it estimates, what it cannot, and what to gather first.
- ISO vs NSO Tax Difference
ISOs and NSOs are taxed differently. the exercise and sale timeline drives most of the difference.