Form 3921
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IRS Form 3921 (Exercise of an Incentive Stock Option)

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How to Fill Out Fill out IRS Form 3921?

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What Is IRS 3921 Form?

The Form 3921 is usually filed with the Internal Revenue Service by a corporation in any calendar year transfers to any person a share of stock. It is obligatory to file this document for each transaction made during the current year. In case a nonresident alien uses an incentive share, their employer doesn’t have to submit this paper as it’s not required to provide W-2 and Tax Statement.

Use Form 3921 only when your employee eventually sells the stock in order to calculate the capital gain or loss. For your convenience find an appropriate digital template on the website and fill it out with the required information. Discover some instructions below.

Look through the list of fillable fields to complete. Include the following details:

  • Transferor’s personal data: name, street address, city or town, state or province, country, and ZIP or foreign postal code;
  • Employer’s personal data: street address (including apt.no), city or town, state or province, country, and ZIP or foreign code.
  • Transferor's TIN and employer’s TIN.
  • Account number (see instructions).
  • Date option granted.
  • Date option exercised.
  • Exercise price per share.
  • No. of shares transferred.
  • Fair market value per share on exercise date.
  • If other than Transferor, name address, and TIN of corporation whose stock is being transferred.

Keep the Form 3921 and use it to figure the gain or loss of your company.

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