个人对 ISO 及其 AMT 的理解---兼与 JULY07，worriedmom 和冬里的探讨

今 天 潜 心 研 究 ISO及 AMT， 包 括 worriedmom推 荐 的 文 章， 也 读 了 july07和 冬 里 的 回 贴 ， 以 及 IRS的 说 明 ， 大 概 知 道 了 ISO and AMT 这 两 个 问 题 。

july07 基 本 上 是 对 的 。 了 不 起 。 佩 服 。

网 上 很 多 文 章 用 credit， 有 误 导 。 所 谓 的 credit, 其 实 就 是 cost adjustment而 已 。

有 个 问 题 想 跟 july07验 证 一 下 ， 我 觉 得 不 需 要 用 form 8801,对 吗 ?

我 用 了 ， 其 实 也 没 有 任 何 好 处 ， credit 是 0.

所有跟帖： 

• 顺便问一下JULY07，where is AMT Capital loss carryover? -左右为难a- ♂ (263 bytes) () 04/12/2008 postreply 15:45:09

• Isn't it that Gross income>156,400 will hit AMT?So, many -wonder1- ♀ (88 bytes) () 04/12/2008 postreply 18:19:37

• even if the itemized deduction is only state tax, as long as -wonder1- ♀ (52 bytes) () 04/12/2008 postreply 18:29:52

• AMT is partially related to your income, but many other factors -左右为难a- ♂ (112 bytes) () 04/12/2008 postreply 20:05:04

• I don't totally agree with you. -worriedmom1- ♀ (577 bytes) () 04/12/2008 postreply 19:43:29

• worriedmom1, I sincerely appreciate your reply -左右为难a- ♂ (711 bytes) () 04/12/2008 postreply 20:02:48

• how can you have capital loss if you did not sell them? -worriedmom1- ♀ (119 bytes) () 04/12/2008 postreply 20:12:52

• 回复：how can you have capital loss if you did not sell them? -左右为难a- ♂ (297 bytes) () 04/12/2008 postreply 20:19:57

• you are very good at this area. -左右为难a- ♂ (151 bytes) () 04/12/2008 postreply 20:23:26

• If there is no such credit, you have to pay higher -worriedmom1- ♀ (303 bytes) () 04/12/2008 postreply 20:33:00

• YES, it only shows up in a worksheet, -左右为难a- ♂ (188 bytes) () 04/12/2008 postreply 20:36:48

• if you have an attached worksheet, maybe it is enough. -worriedmom1- ♀ (0 bytes) () 04/12/2008 postreply 20:54:07

• Thank you very much. -左右为难a- ♂ (180 bytes) () 04/12/2008 postreply 21:13:05