IRS Release Status: FINAL

Sample Excel Import File: 3921 2023.xlsx

What's New for 2023

  • No form change

Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common Fields

Filer fields common to all form types.
See Recipient Common Fields

Recipient fields common to all form types.
Box 1 Date10DateBox 1: Date Option GrantedMM/DD/YYYY or M/D/YYYY
Box 2 Date10DateBox 2: Date Option ExercisedMM/DD/YYYY or M/D/YYYY
Box 3 Amount12AmountBox 3: Exercise price per share
Box 4 Amount12AmountBox 4: Fair market value of share on exercise date
Box 5 Number8NumericBox 5: Number of Shares Transferred
Box 6 All Lines40TextBox 6: If Other Than TRANSFEROR, name, address and TIN of corporation whose stock is being transferred
See Form Common Fields

Form fields common to all form types.

3921 Form:

IRS 3921 Form:  https://www.irs.gov/pub/irs-pdf/f3921.pdf

IRS 3921 Instructions:  https://www.irs.gov/pub/irs-pdf/i3921.pdf


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