This year the company sold for $250 per share and I was required to exercise the options.
My company gave me incentive stock options three years ago with a strike price of $100. Is the profit I've made subject to the special 3.8% surtax?
Yes, it is very likely that the gain on the ISOs will be subject to the Net Investment Income tax that imposes the 3.8% surtax. However, you may be able to reduce the taxable gain by the amount of losses on investments sold during the year. If you have a portfolio, now is a good time to hunt for stocks in a loss position that you can harvest to offset the gain.
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