AMT credit recovery
How much of a prior-year AMT bill comes back this year via Form 8801.
AMT credit recovery
After an ISO exercise year with AMT, you carry forward an AMT credit. Model how much of it comes back this year.
Credit does not expire · carryforward tracked on Form 8801 · timing ISO dispositions can accelerate recovery
How to read the result
AMT paid on ISO exercise creates a credit carryforward tracked on Form 8801. In a future year where regular tax exceeds tentative minimum tax, the difference becomes available to absorb the credit.
This tool is educational. It uses 2025 single-filer federal brackets, a simplified state-tax model, and does not substitute for a CPA review of your specific facts. For a second set of eyes on a meaningful event, match with a fiduciary advisor who routinely works with equity compensation.
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Plan your next vesting event with confidence
Free PDF checklist. Quarterly tax-planning cadence for RSU holders, AMT tripwires for ISO exercises, and the 10b5-1 calendar our reviewers send clients.