ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Create a copy first. File > Make a copy. Then input your information below.
2
3
4
2023 US Federal AMT Calculator
5
Input income and exercise details in white cells below.
6
7
Adjusted Gross Income$80,000.00←
8
9
Filing status Married Filing Jointly ←
10
11
FMV of your shares$50.00←
12
13
Strike price$0.50←
14
15
# of ISOs exercised 1,000 ←
16
17
AMT payable$0.00
18
19
20
21
Calculator assumptions:
22
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.
23
24
Disclaimers:
25
This calculator is provided for your informational purposes only by eShares, Inc. dba Carta, Inc. (“Carta”). Carta does not provide legal, tax, or financial advice, and the use of this calculator is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. USE OF THIS CALCULATOR IS ENTIRELY AT YOUR OWN RISK, AND CARTA ASSUMES NO LIABILITY FOR THE USE OF OR RELIANCE ON THIS CALCULATOR. Carta does not guarantee this calculator’s applicability or accuracy in regard to your particular circumstances. This calculator is provided “as is” without warranty of any kind, either express, implied, or statutory, including without limitation, warranties of merchantability, fitness for a particular purpose, satisfactory purpose, title or noninfringement. Some jurisdictions do not allow the exclusion of implied warranties, so these exclusions may not apply to you.
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100