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Estimate the after-tax impact of exercising and selling stock options with ISO/NSO, spread-income, capital-gains, and state-tax assumptions.
Updated for 2024 planning assumptions
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Net After-Tax Proceeds
$12700.00
Effective tax rate on gains: 25.3%
Ordinary Tax
$2400.00
Capital Gains Tax
$1050.00
State Tax
$850.00
Total Tax
$4300.00
Models spread between strike price and FMV at exercise for option-tax planning.
Helps visualize how tax character can change final net proceeds.
Shows projected net cash after exercise cost and estimated tax burden.
For 1,000 shares, $5 strike, $15 FMV at exercise, and $22 sale:
Total Estimated Tax
$4300.00
Net After-Tax Proceeds
$12700.00
The calculator estimates pre-tax gain from exercise and sale, then applies ordinary income tax, capital gains tax, and state tax assumptions to project your total tax and after-tax proceeds.
(Sale Value - Exercise Cost) - Estimated Taxes = Net After-Tax ProceedsShare this with colleagues evaluating option-exercise timing.
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