What Are a Company's Tax Reporting Obligations for Incentive Stock Option Exercises?
By EsqSocial Corporation 18/01/21
Every corporation, whether a startup or public company, that has an employee who exercises an incentive stock option (ISO) must provide the employee an information statement about the exercised option (using IRS Form 3921). A copy of Form 3921 must be provided to the employee no later than January 31 following the calendar year of exercise, and a copy of the information statement must be filed with the IRS by February 28 (or electronically by March 31) following the calendar year of exercise....
By: Davis Wright Tremaine LLP