Future developments. For the latest information about developments related to Form 3921 and its instructions such as legislation enacted after they were published go to www.irs.gov/form3921. Copy C For Corporation This copy should be retained by the stock has been transferred under Copy D For Transferor To complete Form 3921 use the current General Instructions for Certain Information Returns and the current Instructions for Forms 3921 and 3922. 1220 Specifications for Electronic Filing of...Forms 1097 1098 not provide a fill-in form option. Need help If you have questions about reporting on Form 3921 call the information reporting customer service site toll free at 1-866-455-7438 or 304-263-8700 not toll free. To order these instructions and additional forms go 1-800-829-3676. Caution. Because paper forms are scanned during processing you cannot file Forms 1096 1097 1098 1099 3921 3922 or 5498 that you print from the IRS website. Due dates. Furnish Copy B of this form to the...employee by January 31 of the year following the year of exercise of the ISO. VOID CORRECTED TRANSFEROR S name street address city or town state or province country and ZIP or foreign postal code OMB No. 1545-2129 1 Date option granted Form 3921 2 Date option exercised Rev. August 2013 TRANSFEROR S federal identification number EMPLOYEE S identification number 3 Exercise price per share EMPLOYEE S name 4 Fair market value per share on exercise date 5 No. of shares transferred 6 If other than...TRANSFEROR name address and EIN of corporation whose stock is being transferred Street address including apt. no. City or town state or province country and ZIP or foreign postal code Account number see instructions Form 3921 Rev. August 2013 Cat. No. 41179O www.irs.gov/form3921 Exercise of an Incentive Stock Option Under Section 422 b Copy A For Internal Revenue Service Center File with Form 1096. Attention This form is provided for informational purposes only. Copy A appears in red similar to...the official IRS form* Do not file copy A downloaded from this website. The official printed version of this IRS form is scannable but the online version of it printed from this website is not. A penalty may be imposed for filing forms that can t be scanned* See part O in the current General Instructions for Certain Information Returns for more information about penalties. To order official IRS forms call 1-800-TAX-FORM 1-800-829-3676 or Order Information Returns and Employer Returns Online and...we ll mail you the scannable forms and other products. See IRS Publications 1141 1167 1179 and other IRS resources for information about printing these tax forms. For Privacy Act and Paperwork Reduction Act Notice see the current version of the General Instructions for Certain Information Returns. Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page CORRECTED if checked keep for your records Copy B For Employee...This is important tax information and is being furnished to the Service.
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How to fill out IRS 3921
Filling out IRS 3921 requires careful attention to detail. Follow these steps:
01
Gather necessary data such as the recipient's name, address, and identification number.
02
Enter the relevant stock information including the date the stock was sold or transferred.
03
Provide details of the options granted and the fair market value at the time of acquisition.
Confirm all entries are accurate to avoid penalties or rejections during submission.
About IRS 3 previous version
What is IRS 3921?
IRS 3921 is a tax form used to report the transfer of stock acquired through an employee stock option plan. This form is essential for employers to inform the IRS about stocks granted to employees, ensuring compliance with tax regulations.
Who needs the form?
IRS 3921 must be issued by employers who grant stock options to their employees. Additionally, any employee who receives stock options must retain the form for accurate tax reporting when filing their taxes.
Components of the form
IRS 3921 includes specific sections for the information required to be reported. These sections typically cover:
01
Employee’s name and address
02
Employer’s name and address
03
Details of stock options, including dates and fair market value
Each of these components is crucial for accurate reporting and compliance with IRS regulations.
What information do you need when you file the form?
When filing IRS 3921, ensure you have the following information:
01
Recipient’s full name and address
02
Employer’s identification number
03
The number of shares transferred
This information is vital for accurate reporting to the IRS and compliance with tax obligations.
Where do I send the form?
Send IRS 3921 to the recipient and file a copy with the IRS. The filing method can vary; consult the IRS guidelines for specific submission locations, as they may differ depending on the employer's business location and additional requirements.
What is the purpose of this form?
The primary purpose of IRS 3921 is to report the transfer of stock options to the IRS and to the recipient. It provides necessary information for tax purposes regarding stock sales, including fair market value and transaction dates, which are crucial for the recipient’s tax return.
When am I exempt from filling out this form?
You are generally exempt from filing IRS 3921 if there are no stock options granted or if the stock is not transferred by the employer. However, consulting a tax professional is recommended to confirm eligibility for exemption.
What are the penalties for not issuing the form?
Failing to issue IRS 3921 can result in penalties for the employer, which may include fines or additional scrutiny during audits. Furthermore, employees may face complications with their tax filings, leading to possible underpayment penalties if not reported properly.
Is the form accompanied by other forms?
IRS 3921 may not be accompanied by other forms. However, recipients may need to include this form with their tax returns, along with other associated documentation regarding stock transactions, to ensure comprehensive reporting of income.
FAQ about IRS 3921
What should I do if I realize I've made a mistake on form 3921 2013 after submission?
If you discover an error on form 3921 2013 after submission, you should consider filing an amended form to correct the mistake. Ensure you clearly indicate that the form is an amendment and provide the correct information. It’s vital to retain documentation related to the correction for your records.
How can I confirm that my form 3921 2013 has been received and processed?
To verify the status of your submitted form 3921 2013, check with the IRS or the relevant tax authority. They often provide tools or services that allow you to track your form after submission. Be prepared to address any common e-file rejection codes should your submission not be processed as expected.
Are there any specific records I need to keep after submitting form 3921 2013?
After filing form 3921 2013, it’s essential to retain a copy of the submitted form along with any supporting documentation. The IRS typically suggests keeping records for a minimum of three years to ensure compliance and for reference in case of audits.
What if I need someone else to file form 3921 2013 on my behalf?
If someone, such as an authorized representative or Power of Attorney (POA), is filing form 3921 2013 on your behalf, ensure that they have the necessary authorization documented. This representation can streamline the filing process, but make sure to comply with privacy and disclosure regulations.
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