### 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](/content/blog/what-is-form-3921/index.html) 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