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Alternative Minimum Tax (AMT) Calculator

ISO Alternative Minimum Tax (AMT) Calculator


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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.

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 Owed or your AMT Tax Owed, so being as detailed as possible is important to tax planning. Try and input as many of your deductions, capital gains, and ISO grants that you know of or can predict you will have by end of year.

In addition, if you have not yet exercised your ISOs, the easiest way to reduce your taxes is to calculate how many stock options you can exercise without triggering AMT. Try the ISO Planner today!

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 when done prior to exercising any stock options for the year.

Essentially, it calculates your federal income tax owed and works backwards, incorporating all the AMT specific exemptions, deductions, and income thresholds to get a sense of how many options you can exercise from each of your grants, all of which likely have different strike prices.

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

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Grant #1
Grant #2
Grant #3
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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)
Total Exemptions / Above the Line Deductions
Adjusted Gross Income (AGI)
Modified Adjusted Gross Income (MAGI)
Deduction Category
Total Deductions
Taxable Income
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)
Total ISO Spread
Total Exemptions / Above the Line Deductions
Total AMT Eligible Deductions (No standard deduction, SALT, Medical Expenses)
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

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

Tax System Tax Owed
Alternative Minimum Tax
Federal Income Tax

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