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When completing form 3921 to report ISO exercises, do you need to complete a separate form for each exercise from the same employee?

Mark Webb's Profile

For example, I have employees will multiple exercises under the same grant. Since one of the fields on form requires the "Date option exercised" it looks like I need a separate for for each exercise date, but I am wondering if all the exercises for the year could be combined if the exercise price and FMV are the same?

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Topic Expert
Joan Varrone
Title: CFO
Company: Cloud Cruiser
LinkedIn Profile
(CFO, Cloud Cruiser) |

When I filled this out I did one for each exercise as they were on separate dates. I did an efiling so it was pretty simple. You should ask your attorney if you are still uncertain

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