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A comment on Ask HN: Exercising stock options with imminent new round of funding (AMT panic).
> can I use the check date as "exercise" date, meaning that I'll be sure the valuation for AMT purposes will still be the one of the Series B
Correct, it's whatever date you'll have on the exercise form, but still, talk to the stock admin for the most recent common stock valuation.
You don't have to disclose your departure, your ISO exercise is an independent event and can happen at the advice of your tax advisor.
I'm absolutely also going to get in touch with HR and also get a proper tax accountant.
> can I use the check date as "exercise" date, meaning that I'll be sure the valuation for AMT purposes will still be the one of the Series B
Correct, it's whatever date you'll have on the exercise form, but still, talk to the stock admin for the most recent common stock valuation.
You don't have to disclose your departure, your ISO exercise is an independent event and can happen at the advice of your tax advisor.