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New IRS 83(b) Election Form

  • 1.  New IRS 83(b) Election Form

    Posted 11-21-2024 11:41

    As many of you have probably seen, the IRS just recently published an 83(b) election form that can be used by anyone.  https://www.irs.gov/pub/irs-pdf/f15620.pdf

    The form is just a form and cannot be published electronically, but hopefully that is coming in the next year.  We shall see.

    In the meantime, we see that Carta has offered to handle 83(b) elections for filers, and apparently to handle the mailing and tracking.  Personally, I have never had anyone use this service, but clients are now inquiring.

    Would be interested in hearing if there are folks that rely on Carta filing of 83b elections, and if so, their experience.  For now, I plan to keep doing it the old fashioned way, until the IRS allows electronic filing.



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    Dimitry Herman
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