Taxstra • Planning worksheet • 2026-09-05

AMT Credits After an ISO Exercise: Tracking Potential Recovery

Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.

Work through your records

Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.

Record	Purpose	Your records / questions
Prior AMT calculation	Identify adjustments and tax paid
Form 8801 history	Track available credit and use
Stock lots	Match exercise and sale events
Current projection	Evaluate possible credit use under current facts

Resolve the decision

What decision or discrepancy does your completed schedule reveal?Which assumptions need professional review, and what documents support them?Who will take the next action, and by what date?

These fields stay in this document. Taxstra does not receive the information. Print to paper or PDF if you want to retain completed entries; do not rely on browser storage.

Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.