⚠️ Estimate only — not financial or tax advice. This calculator provides a simplified estimate based on the inputs you provide. Real tax liability depends on many additional factors including other income sources, deductions, credits, state-specific rules, AMT adjustments, timing of transactions, and changes in applicable law. Results may differ significantly from your actual tax bill. Please consult a qualified CPA or tax professional before making any decisions about exercising stock options, selling equity, or other financial moves.
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Equity Simplified

ISO Planner

Calculate the maximum ISO shares you can exercise this year without triggering AMT.

Filing Information

Income

Above-the-Line Deductions

ISO Grants (up to 3)

Grant 1

Grant 2

Grant 3

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Your ISO exercise plan
Exact share count, per-grant breakdown, AMT savings vs. exercising all options
ISO Exercise Budget
Shares — Grant 1
Shares — Grant 2
AMT Owed
Tax Savings