AMT Calculator
Estimate AMT from ISO exercises, find where AMT starts to bind, and project AMT credit recovery under explicit assumptions.
AMT planning is sensitive to spreads, filing status, and future income assumptions. This tool models those interactions explicitly.
This page covers the AMT estimation workflow, exercise optimization, and credit recovery projections.
ISO exercises can look tax-efficient until AMT enters the picture. The value of the tool is the explicit modeling of when AMT starts to bind given your inputs.
Use Compensation Planner when AMT is only one part of a broader equity-comp planning question involving grants, exercise timing, and cash needs.
Does this tool apply to NSOs the same way it applies to ISOs?
No. NSOs are taxed differently. The AMT-specific workflow is primarily about ISO exercise decisions and AMT credit behavior.