IRS Release Status: 

Sample Excel Import File: 

  • No changes.

Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common Fields Filer fields common to all form types. 
See Recipient Common FieldsRecipient fields common to all form types.  
Box 1 Date6DateDate option grantedMMDDYY
Box 2 Date6DateDate option exercisedMMDDYY
Box 3 Amount12AmountFair market value (FMV) per share on grant date 
Box 4 Amount12AmountFair market value (FMV) per share on exercise date 
Box 5 Amount12AmountExercise price paid per share 
Box 6 Number7NumberNo of shares transferred 
Box 7 Date6DateDate legal title transferredMMDDYY
Box 8 Amount12AmountExercise price per share determined as if the option was exercised on the date show in box 1 
See Form Common FieldsForm fields common to all form types.