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Alternative Minimum Tax (AMT) Calculator

ISO Alternative Minimum Tax (AMT) Calculator


Use our basic AMT calculator for free

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Alternative minimum tax (AMT) calculator with deductions and estimates your tax after exercising Incentive Stock Options (ISO) for 2023 and 2024.

You will only need to pay the greater of either your Federal Income Tax or your AMT Tax Owed, so try to be as detailed and accurate as possible

If you have any questions on how to calculate the alternative minimum tax or any of the below deductions that you can take, you can read our articles here

If you have any questions, don't hesitate to reach out at questions@equitysimplified.com

Basic Information
ISO Grant Details
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Grant #1
Grant #2
Grant #3
The contents of this page and website are for information purposes only. Any result from our tools, including the IPO Calculator, AMT Calculator and ISO Planner is only an estimation based on the inputs provided. It is not intended to be financial, tax, or investment advice. Please seek a duly licensed professional.

For those calculating 2024 taxes, numbers will continue to change as Congress updates the tax code


Tax System Tax Owed
Alternative Minimum Tax
Federal Income Tax
Additional Tax You May Need to Pay


Federal Income Tax Breakdown
Income (Wages + Net Short Cap Gain, if any)
Net Long Term Capital Gains (not included in taxes below) N/A
Total Exemptions / Above the Line Deductions N/A
Adjusted Gross Income (AGI)
Modified Adjusted Gross Income (MAGI) N/A
Deduction Category
Total Deductions
Taxable Income
Total Federal Income Taxes Owed

Alternative Minimum Tax Breakdown
Income (Wages + Net Short Cap Gain, if any)
Net Long Term Capital Gains (not included in taxes below) N/A
Total ISO Spread
Total Exemptions / Above the Line Deductions N/A
Total AMT Eligible Deductions (No standard deduction, SALT, Medical Expenses) N/A
Alternative Minimum Taxable Income (AMTI)
AMTI for Exemption Calculation (AMTI + net long term capital gains)
AMT Exemption Amount
Final Alternative Minimum Taxable Income (FAMTI)
Total Alternative Minimum Tax Owed
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No Autorenewal!

  • IPO/RSU calculator w/
  • FICA, NIIT, Tax Withholdings
  • Full AMT calculator w/
  • deductions, capital gains
  • & multiple ISO grants
  • Reduce taxes w/
  • ISO exercise planner
Select Plan

This Incentive Stock Option Tax Planner helps inform you how many ISOs you can exercise without triggering AMT, thus reducing your taxes. It is at it's most useful if you are considering whether or not to exercise incentive stock options.

Get Premium today and you could save tens of thousands of dollars just as many others have done.

If you have any questions, don't hesitate to reach out at questions@equitysimplified.com

Learn More
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Grant #1
Grant #2
Grant #3
The contents of this page and website are for information purposes only. Any result from our tools, including the IPO Calculator, AMT Calculator and ISO Planner is only an estimation based on the inputs provided. It is not intended to be financial, tax, or investment advice. Please seek a duly licensed professional.

For those calculating 2024 taxes, numbers will continue to change as Congress updates the tax code


Grant Number Strike Price Shares You Can Exercise Cost For You to Exercise
Grant #1
Grant #2
Grant #3
Total

Tax System Tax Owed
Federal Income Tax
Alternative Minimum Tax
Get Premium!

$79

1 Year Access
No Autorenewal!

  • IPO/RSU calculator w/
  • FICA, NIIT, Tax Withholdings
  • Full AMT calculator w/
  • deductions, capital gains
  • & multiple ISO grants
  • Reduce taxes w/
  • ISO exercise planner
Select Plan

Equity Simplified