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Level 2
July 1, 2022
Question

Incentive Stock Option Planning ISO

  • July 1, 2022
  • 1 reply
  • 6 views

How can I model Incentive Stock Options in ITA? We need to model both the regular tax treatment and the AMT preference items with AMT basis being different from regular stock basis.

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1 reply

Intuit_David
Level 3
July 15, 2022

Currently, we do not have a specific strategy framed around "Incentive Stock Options". If you search within ITA under "All Strategies", you might find some related topics. You also have the ability to "create a custom strategy" at the bottom of the search field. 

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