FAQs
What is an 83(i) Election?
An 83(i) election was introduced in 2017 as part of the Tax Cuts and Jobs Act. When requirements are met, an employee at a privately held company with an NSO or RSU may elect to defer federal income tax on the NSO exercise or RSU settlement for up to 5 years.
While attractive in theory, due to the restrictions and limitations it is very rarely utilized in practice. For more details we recommend visiting: Pillsbury Law: IRS Issues 83(i) Guidance
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