Need help If you have questions about reporting on Form 3921 call the information reporting customer service site toll free at 866-455-7438 or 304-263-8700 not toll free. For the latest information about developments related to Form 3921 and its instructions such as legislation enacted after they were published go to Copy C For Corporation This copy should be retained by the stock has been transferred under Copy D For Transferor To complete Form 3921 use the current General Instructions for Certain the current Instructions for Forms 3921 and 3922. To order these instructions and additional forms go Caution Because paper forms are scanned during processing you cannot file Forms 1096 1097 1098 1099 3921 3922 or 5498 that you print from the IRS website. Due dates. Furnish Copy B of this form to the employee by January 31 of the year following the year of exercise of the ISO. VOID CORRECTED TRANSFEROR S name street address city or town state or province country and ZIP or foreign postal code OMB No. 1545-2129 1 Date option granted Form 3921 2 Date option exercised Rev. October 2017 TRANSFEROR S TIN EMPLOYEE S TIN 3 Exercise price per share EMPLOYEE S name 4 Fair market value per share on exercise date 5 No. of shares transferred 6 If other than TRANSFEROR name address and TIN of corporation whose stock is being transferred Street address including apt. no. City or town state or province country and ZIP or foreign postal code Account number see instructions Form 3921 Rev. October 2017 Cat. No. 41179O www.irs.gov/Form3921 Exercise of an Incentive Stock Option Under Section 422 b Copy A For Internal Revenue Service Center File with Form 1096. If you file electronically the due date is March 31 of the year following the year of exercise of the ISO. To file file according to the specifications in Pub. 1220. The IRS does not provide a fill-in form option for Copy A. Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page CORRECTED if checked keep for your records Copy B For Employee This is important tax information and is being furnished to the IRS. If you are required to file a return a negligence penalty or other sanction may be imposed on you if this item is required to be reported and the IRS determines that it has not been reported. You have received this form because your employer or transfer agent transferred your employer s stock to you pursuant to your report gain or loss on your tax return for the year in which you sell or otherwise dispose of the stock. Keep this form and use it to figure the gain or loss. For more information see Pub. 525 Taxable and Nontaxable Income. When you exercise an ISO you may have to include in alternative minimum taxable income a portion of the fair market value of the stock acquired through the exercise of the option. For more information see Form 6251 Alternative Minimum Tax Individuals and its instructions. When you exercise an ISO you may have to include in alternative minimum taxable income a portion of the fair market value of the stock acquired through the exercise of the option. For more information see Form 6251 Alternative Minimum Tax Individuals and its instructions. Employee s taxpayer identification number TIN. For your protection this form may show only the last four digits of your social security number SSN individual taxpayer identification number ITIN or adoption taxpayer identification number ATIN. However the employer has reported your complete TIN to the IRS. your employer or transfer agent assigned to distinguish your account. Employee s taxpayer identification number TIN. For your protection this form may show only the last four digits of your social security number SSN individual taxpayer identification number ITIN or adoption taxpayer identification number ATIN. However the employer has reported your complete TIN to the IRS. your employer or transfer agent assigned to distinguish your account. Box 1. Shows the date the option to purchase the stock was granted to you. stock. Box 3. Shows the exercise price per share of stock.
Award-winning PDF software
How to prepare Form 3921
What Is irs form 3921?
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.
Online answers assist you to organize your document management and improve the efficiency of the workflow. Adhere to the quick handbook as a way to finished Form 3921, steer clear of glitches and furnish it in a very timely manner:
How to accomplish a Form 3921 on line:
- On the website while using the kind, click Commence Now and pass with the editor.
- Use the clues to fill out the appropriate fields.
- Include your personal details and call information.
- Make absolutely sure that you enter proper material and figures in appropriate fields.
- Carefully look at the content material on the kind as well as grammar and spelling.
- Refer to help portion should you have any questions or tackle our Aid team.
- Put an digital signature in your Form 3921 together with the assistance of Indicator Tool.
- Once the form is finished, push Undertaken.
- Distribute the prepared type by way of electronic mail or fax, print it out or conserve on the system.
PDF editor helps you to make adjustments to your Form 3921 from any internet related unit, personalize it in line with your preferences, sign it electronically and distribute in numerous ways.
What people say about us
Top reasons to use electronic digital forms vs. paper records
People also search for Form 3921
Form 3921 can be interesting for those who search for:
3921 form filliable - FAQ