Estate tax valuation of stock options

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Learn more about MSO Pro Membership. When options are exercised, generally the estate or beneficiary is able to take an income tax deduction for the amount of estate taxes already paid by the estate.

But when they are not exercised you cannot take the deduction against other income For access to this answer, please sign in or register. Not Yet a Member? Click Here to Register. Email support or call Home My Records My Tools My Library.

At death, the value of options is included in the gross estate for estate tax purposes. But what happens if the stock's value drops below the exercise price and the options expire unexercised? - wunesajoc.web.fc2.com

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