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RSU & ISO Tax Calculator

Calculate your net proceeds after AMT, capital gains, and ordinary income taxes. Covers RSUs and ISOs with holding period analysis.

Equity type

Number of shares

Grant / strike price ($)

Current / sale price per share ($)

Holding period since vest / exercise

Disposition type

Qualifying disposition (held 2+ years from grant AND 1+ year from exercise)

Federal marginal tax rate (%)

State tax rate (%)

Total other income for AMT calculation ($)

Optionality · RSU/ISO Tax Calculator

Optimize your equity compensation strategy

Optionality tracks your investments, equity grants, and all assets in one place — with an AI financial advisor that helps you minimize taxes and maximize net proceeds.

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RSU & ISO Tax Calculator

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