Equity Compensation Calculators
4 calculators in this section
Estimate 2026 U.S. taxes on an ESPP share sale or compare ISO and non-qualified stock option exercise taxes, including potential Alternative Minimum Tax (AMT). Enter your own income and a state tax rate where applicable.
Updated
ESPP calculator: estimate tax on a share sale
The ESPP tax calculator estimates ordinary income, capital gain or loss, tax and after-tax proceeds for a U.S. Section 423 plan. Enter the offering, purchase and sale prices and select the disposition. The IRS explains that tax treatment depends on when the shares are sold: Publication 525.
ISO tax calculator and ISO AMT calculator
Use the ISO vs. NSO calculator to estimate exercise tax, or the AMT calculator to include other adjustments. An ISO exercise generally creates an AMT adjustment even though it does not create regular taxable income at exercise; see the IRS Form 6251 instructions. The exercise comparison does not estimate tax on a later sale.
Non-qualified stock options tax calculator
The exercise comparison estimates income tax and payroll tax on the NSO spread using your inputs. Its estimate assumes the shares are vested at exercise; the IRS describes how vesting affects income from nonstatutory options in Publication 525.
All Calculators
AMT (Alternative Minimum Tax) Calculator
Estimate your 2026 Alternative Minimum Tax (AMT) using the current federal exemption, phase-out thresholds, and 26%/28% rate brackets — including ISO exercise and capital gains.
AMT Credit (Form 8801 Minimum Tax Credit) Calculator
Estimate the Minimum Tax Credit (Form 8801) your AMT payment generates — and how much of it you can use to offset regular tax next year, e.g. after exercising ISOs.
ESPP (Employee Stock Purchase Plan) Tax Calculator
Calculate the ordinary income vs. capital gains tax split when you sell ESPP shares — compare a qualifying vs. disqualifying disposition and see your real after-tax proceeds.
ISO vs. NSO Stock Option Tax Calculator
Compare the tax cost of exercising Incentive Stock Options (ISOs) vs. Non-Qualified Stock Options (NSOs) — including an AMT estimate for ISOs and ordinary income tax + FICA for NSOs.
About Equity Compensation Calculators
Compare ISO vs. NSO stock option exercise taxes, estimate your Alternative Minimum Tax (AMT), and calculate the tax split on ESPP share sales — all with current 2026 federal exemption and rate brackets. All 4 calculators provide instant, formula-based results — see each calculator's own methodology section below for exactly how its figures are calculated and sourced.
Each calculator includes a detailed methodology section explaining the formulas used, data sources cited with verification dates, and frequently asked questions to help you understand the results. Results are shareable and print-friendly.