Form 3921 Due Dates

If your business issued stock to an employee through an Incentive Stock Option (ISO) plan, you’re required to file IRS Form 3921. This form reports the exercise of ISOs and must be submitted by the IRS deadline to avoid penalties. Staying on top of these due dates ensures smooth tax reporting and full compliance.

What is Form 3921?

IRS Form 3921 is an information return used to report the transfer of stock to an employee when they exercise Incentive Stock Options (ISOs), under Section 422(b). If you have issued stock options to employees through your corporation, Form 3921 is required to report important details about the stock transfer such as the transfer date, the amount paid by the employee, and the stock’s fair market value (FMV) at the time of exercise.

As a payer, it is essential to file Form 3921 with the IRS and provide a copy to the employee to ensure accurate and timely tax reporting.

Important dates to file Form 3921

Penalties

Advantages and Filing Form 3921 with TaxZerone

Filing Form 3921 with TaxZerone gives you a smooth, efficient experience from start to
finish — with guided steps, built-in error checks, and fast, secure e-filing to the IRS.

TaxZerone offers solutions to send employee copies through both e-delivery and postal mail and also allows you to download Form 3921 directly from the IRS.

File your IRS form 3921 easily in 3 simple steps with TaxZerone.

Step 1: Login to your TaxZerone Account

Step 2: Choose "Form 3921" and enter the required details of corporations and employee details including Stock option exercised details.

Step 3: Transmit Form 3921 to the IRS and issue an Employee’s copy via ZeroneVault or postal mailing.