Prepare Form 3921 records in the 1099ERICH Windows software. Import supported Excel or CSV data, review exercise of an incentive stock option under section 422(b), and create filing output for the free IRS IRIS Taxpayer Portal.
Prepare Form 3921 using our Windows software and upload through the IRS IRIS Taxpayer Portal, or ask ERICH about managed e-filing. Software purchases and filing services are separate.
For corporations and equity-compensation administrators preparing their own information returns.
For teams and accounting professionals preparing larger batches of Form 3921 returns.
Ask about a managed Form 3921 filing. Eligibility, form type, tax year and record volume determine pricing.
Software: Each recipient form generated for an IRIS CSV filing file counts toward your license allowance; IRS portal file limits are separate. See counting examples. Managed filing: The posted $300 flat-fee tiers on our e-filing pricing page apply to eligible 1099-NEC returns; other form types are quoted individually.
For corporations whose employees exercise incentive stock options. Capture grant and exercise details per option exercise; annual compensation totals alone are not sufficient.
An employee exercises incentive stock options awarded by a corporation. The company reports details of the exercise, including grant date, exercise date, share counts and per-share values.
Form-specific check: An ISO grant by itself is not the same event as exercise, and a later stock sale can have separate reporting. Check exercise price and fair market value per share on the exercise date.
Before importing: Reconcile the option-plan exercise file to payroll/equity administration and employee identifiers.
Prepare your filing data with the software, then submit an eligible CSV through the free IRS IRIS Taxpayer Portal using your own IRIS account. The IRS does not charge a portal filing fee.
IRS IRIS filing information ↗Prefer not to upload the filing yourself? Call ERICH to arrange e-filing on your behalf.
Call 608-444-6575Download Windows Software ↓ Installation help Compare with Form 3922 →
Actual software screen
Review the actual Form 3921 entry and review screen. For corporations and equity-compensation administrators, pay particular attention to grant, exercise dates and fair-market value per share. Screen layouts and available fields may vary by software release and tax year.
This page should capture stock-option reporting searches and link visitors to the complementary 3922 and payroll-related software pages.
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If this specific form is not the one you need, use the supported-forms directory to compare 1099, 1098, ACA, W-2, and state-reporting workflows available in the Windows desktop software.
Form 3921 software is designed for corporations and equity-compensation administrators. Instead of manually building every return from scratch, work from employee incentive stock option exercise data, review the information that matters for this form, and prepare supported IRS IRIS upload files on your Windows PC.
Collect employee incentive stock option exercise data. Reconcile the figures to the account, transaction or payer systems that produced them before beginning the filing process.
Pay particular attention to grant, exercise dates and fair-market value per share. Other fields may be required depending on the tax year and the specific transactions being reported.
Use supported Excel or CSV imports, inspect recipient information, and address reported validation issues before generating final files. Your working records stay local during software preparation.
Create the IRS IRIS Taxpayer Portal CSV output supported for Form 3921. Upload it using your authorized IRS access and check the IRS result; buying the Windows license does not itself transmit returns.
Make sure your filing year and records are supported, especially if you have special transactions or need to file corrections. Try the application with sample data first, and verify that its output matches your requirements.
Download Windows SoftwareView Excel & CSV TemplatesYes. The 1099ERICH Windows software includes the supported Form 3921 preparation workflow. Download it to review the interface and supported fields before purchasing.
The Windows program supports specified Excel and CSV import formats. For Form 3921, prepare and review employee incentive stock option exercise data using the supported import template; confirm your tax-year format and required fields.
For incentive stock option exercises, review grant, exercise dates and fair-market value per share. Check the IRS instructions for the filing year and reconcile amounts to your original records.
No. The Windows software prepares supported IRS IRIS Taxpayer Portal files. You submit through your authorized portal account and review the IRS acknowledgment, or request a separate managed filing service.
The Starter license costs $149 for up to 1,000 records; Business costs $249 for up to 5,000 records. Both include the same supported IRIS forms and preparation tools. Managed filing is a separate service quoted by form and scope.