AMT Calculator

Estimate how many ISOs you can exercise before the Alternative Minimum Tax kicks in.

Tax Profile

ISO Grants

Initial Grant
Refresh Grant
Estimated Regular Tax
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Tentative Minimum Tax
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Estimated AMT Owed
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Max ISOs Before AMT
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AMT as Shares Exercised Increase

How this works

When you exercise Incentive Stock Options (ISOs), the spread between the strike price and the fair market value (FMV) is a "preference item" for the Alternative Minimum Tax. If your AMT exceeds your regular tax, you owe the difference.

This calculator finds the approximate number of ISOs you can exercise before the AMT threshold is crossed, helping you plan exercises to minimize or avoid AMT.

This is an illustrative estimate only. AMT calculations involve many factors not captured here (itemized deductions, other preference items, prior-year credits, etc.). Consult a tax advisor for your specific situation.