Forms 3921 & 3922 Spreadsheet Preparation
Prepare and validate employee stock option reporting data for Form 3921 or Form 3922 with separate templates and form-specific checks.
Choose a form and check your spreadsheet
Check the template headers before changing columns. This page reads files locally; nothing is uploaded to our server.
What to check for stock option forms
Form 3921 reports an incentive stock option exercise; Form 3922 reports a qualifying employee stock purchase plan stock transfer. Both use different box fields. This free spreadsheet preparation tool checks dates, numeric values, required box fields and duplicate rows; it does not decide whether the transaction legally qualifies for the form.
The template is for collecting and reviewing records. It is not an official IRS upload template. Compare the resulting data with the current IRS IRIS CSV specifications before filing.