How to generate and deliver Form 3921 | support.carta.com

How to generate and deliver Form 3921

If employees exercised incentive stock options (ISOs) last tax year, the issuing company will need to file IRS Form 3921 in the first quarter of every calendar year.

Users with Full access permissions can generate the files directly through Carta.

Select an option below to learn more.

🔍 What do I need to do before generating Form 3921?
⚡️ Generate Form 3921
🔍 What do I have to do after generating Form 3921?
⚡️ Request your TCC
⚡️ Download and deliver Form 3921
🔍 What FMV will appear on Form 3921?
⚡️ Exclude transactions
🔍 Frequently asked questions