Nonqualified Options

These pages deal with nonqualified options — in other words, options received as compensation other than incentive stock options.

Nonqualified Options in General
An introduction to the topic.

Nonqualified Stock Options Before Exercise
What you need to know when you receive a nonqualified stock option.

Exercising Nonqualified Stock Options
What you need to know when you exercise nonqualified stock options.

Cashless Exercise of Nonqualified Options
Tax rules for cashless exercise of nonqualified stock options.

Nonqualified Option Exercise Using Stock
Tax rules that apply when you use stock to exercise nonqualified stock options.

Sale of Stock from Nonqualified Options
Tax consequences when you sell stock obtained by exercising a nonqualified stock option.

Nonqualified Options and Capital Gain
Should you exercise a nonqualified stock option before you’re ready to sell the stock?

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