Use our AMT calculator to estimate how much AMT you may owe and understand how your ISO exercise could impact your tax bill.
If you exercised any Incentive Stock Options (ISOs) and held onto them without selling in the same year, you may be subject to the Alternative Minimum Tax (AMT) when filing your taxes. The AMT is a separate tax calculation that applies to certain high-income earners and can catch ISO holders off guard, leading to an unexpected tax bill.
Use our AMT calculator to estimate how much AMT you may owe and understand how your ISO exercise could impact your taxes. Our free calculator helps you estimate your potential tax liability based on key factors, so you can plan ahead and avoid surprises:
After you have your AMT calculation, compare it to your ordinary income tax calculation. Whichever yields the higher amount is what you’ll owe to the IRS.
Input income and exercise details in white cells below.
Standard tax deduction, this ISO exercise is the only AMT preference item. This model does not include state taxes. Assumes no other ISO exercises or other AMT preference items for the year. Assumes income is taxed as ordinary income (vs long term capital gains). Does not include an option for married filing separately, head of household.
This calculator is provided for informational purposes only by KB Financial Advisors. We do not provide legal, tax, or financial advice, and the use of this calculator should not be considered a substitute for professional advice or services. It is not intended to be relied upon as the sole basis for any financial or tax decisions. Use of this calculator is entirely at your own risk, and KB Financial Advisors assumes no liability for its use or the accuracy of its results. We do not guarantee that this calculator will be applicable to your specific situation, and we make no representations or warranties, express or implied, including but not limited to, warranties of merchantability, fitness for a particular purpose, or non-infringement.
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