Form 3921: Fill & Download for Free

GET FORM

Download the form

How to Edit The Form 3921 quickly and easily Online

Start on editing, signing and sharing your Form 3921 online refering to these easy steps:

  • Push the Get Form or Get Form Now button on the current page to direct to the PDF editor.
  • Wait for a moment before the Form 3921 is loaded
  • Use the tools in the top toolbar to edit the file, and the added content will be saved automatically
  • Download your completed file.
Get Form

Download the form

The best-rated Tool to Edit and Sign the Form 3921

Start editing a Form 3921 in a second

Get Form

Download the form

A quick guide on editing Form 3921 Online

It has become really simple presently to edit your PDF files online, and CocoDoc is the best free tool you have ever used to make some changes to your file and save it. Follow our simple tutorial to start!

  • Click the Get Form or Get Form Now button on the current page to start modifying your PDF
  • Add, change or delete your text using the editing tools on the tool pane above.
  • Affter altering your content, put the date on and make a signature to finalize it.
  • Go over it agian your form before you click and download it

How to add a signature on your Form 3921

Though most people are adapted to signing paper documents by handwriting, electronic signatures are becoming more accepted, follow these steps to sign a PDF!

  • Click the Get Form or Get Form Now button to begin editing on Form 3921 in CocoDoc PDF editor.
  • Click on the Sign tool in the tool box on the top
  • A window will pop up, click Add new signature button and you'll be given three choices—Type, Draw, and Upload. Once you're done, click the Save button.
  • Drag, resize and settle the signature inside your PDF file

How to add a textbox on your Form 3921

If you have the need to add a text box on your PDF and customize your own content, take a few easy steps to finish it.

  • Open the PDF file in CocoDoc PDF editor.
  • Click Text Box on the top toolbar and move your mouse to position it wherever you want to put it.
  • Write in the text you need to insert. After you’ve typed in the text, you can utilize the text editing tools to resize, color or bold the text.
  • When you're done, click OK to save it. If you’re not happy with the text, click on the trash can icon to delete it and take up again.

A quick guide to Edit Your Form 3921 on G Suite

If you are looking about for a solution for PDF editing on G suite, CocoDoc PDF editor is a recommended tool that can be used directly from Google Drive to create or edit files.

  • Find CocoDoc PDF editor and set up the add-on for google drive.
  • Right-click on a PDF document in your Google Drive and choose Open With.
  • Select CocoDoc PDF on the popup list to open your file with and give CocoDoc access to your google account.
  • Modify PDF documents, adding text, images, editing existing text, highlight important part, polish the text up in CocoDoc PDF editor before pushing the Download button.

PDF Editor FAQ

How do I find out about the 409A evaluation when exercising options?

The company is obligated to tell you. They will be reporting it on tax forms anyway so there isn't a way to keep it a secret even if they wanted. If you have ISOs then you will get IRS Form 3921. If you have NSOs, it will reported on your W2 or 1099.

What is the process for exercising ISO's at a private company? How is the spread calculated for my W2?

The spread on your ISOs won’t be reported on your W2. Instead, they’ll be reported on your Form 3921 that the company will prepare for the IRS with copy to you. You’ll then deal with it on Form 6251 for calculating Alternative Minimum Tax. If you meant NSOs, then yes the spread will become a W2 event. See here for other differences between ISOs and NSOs. In both cases, the spread is the difference between the current FMV as reported by the company through the 409a process and your option grant exercise price.

When are incentive stock options taxed?

In January following the year in which you exercised, you’ll receive an IRS Form 3921. That form triggers the calculation of Alternative Minimum Tax but you might not be subject to any AMT unless the discount spread on that form was big (> ~$70K). If there is any tax, it will be due when you file your tax return. It is a much better deal than NSOs which are always taxed, taxed at a higher rate, and due immediately upon exercise. If you sell the shares from the ISO exercise during the same year, you don’t have to pay AMT (see http://EmployeeStockOptions.com/amt-dd)

Comments from Our Customers

I love the interface. It is very simple, classic, sleek, and exudes professionalism to a user. I love that it covers the whole page, so it almost "forces" you to complete the CocoDoc first before you can go on to anything else.

Justin Miller