AMT Calculator – 2020

This calculator can be used to estimate the amount of AMT you may incur if you exercise and hold incentive stock options past the calendar year-end.

Enter Your Email
Please enter your household taxable wage income
Bargain Element equals the "number of incentive stock options exercised and held" x ("Fair Market Value at Exercise" - "Grant Price")
Choose your filing status
Default option is standard, chose itemized if you wish

Calculator created by Daniel Zajac and provided only as a general self-help planning tool. Results depend on many factors, including the information you provide and may vary with each use and over time. The Lincoln Investment Companies does not guarantee the accuracy or completeness, or applicability to your circumstances. It is not intended to be and may not be regarded as tax or financial advice. Laws of a specific state or laws relevant to a specific situation may affect the applicability, accuracy, or completeness of this information. Consult a tax advisor regarding your specific legal or tax situation. Tax advice is not offered through, or supervised by, The Lincoln Investment Companies.

Our calculators assume no adjustments when calculating the tentative minimum tax other than the exercise and hold of incentive stock options. We assume all income is wage income, and we make no adjustments for other income sources. We use married filing joint and single as the filing status options and do not make adjustments to the standard deduction for age or other changes. We do not account for state or local tax.

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