Calculators
Stock Option Tax Calculator
Model your employee option tax — US ISO/NSO and UK EMI/Unapproved — across grant, exercise, and sale.
Free · no signup required · runs entirely in your browser
Educational only — not tax advice.
Stock option tax is jurisdiction-specific and fact-specific. This calculator models the common cases; your actual outcome depends on holding periods, state / regional rules, AMT carryforwards, and plan documentation. Work with a CPA / chartered accountant before exercising or selling.
$0 federal income tax (ISO); AMT exposure on spread = 28% × 45,000 = 12,600
Qualifying disposition — long-term capital gains on (sale − strike) × shares = 39,000
Verdict
Maximum tax efficiency: 0 income tax at exercise (AMT only), and all gain at exit taxed as long-term capital gains. The path most ISO holders want.