Get Fidelity Investments Instructions For Completing Irs Section 83(b) Form 2022-2025

Completing the IRS Section 83(b) Form is an important step for individuals who have received restricted stock awards. This guide will assist you in accurately filling out the form online, ensuring you meet the necessary requirements within the designated time frame.

Follow the steps to complete the Section 83(b) Form with ease.

1. Press the ‘Get Form’ button to obtain the IRS Section 83(b) Form and open it in the editor for completion.
2. At the top of the form, clearly enter your name, address, and the date. Below 'Department of the Treasury,' address the form to the IRS Service Center where you file your taxes, referring to the provided chart for guidance.
3. In Box 1, write your name, address, and Social Security number in the corresponding fields.
4. In Box 2, specify the number of shares and provide a description of the shares of stock awarded for which you are making the election under Section 83(b).
5. For Box 3, indicate the calendar year in which you received the Restricted Stock Awards, which can be found on your grant date documentation.
6. In Box 4, describe the restrictions applicable to your awards, referencing your Award agreement. If you need clarification, reach out to your Plan Administrator.
7. Record the closing price of your company's stock on the grant date in Box 5.
8. In Box 6, state the amount you paid for your awards. If you paid nothing, clearly write that no amount was paid for the shares.
9. Box 7 is not required to contain any information.
10. After completing the form, sign it and mail a copy to your IRS Service Center and your employer, using certified mail for security. Retain a copy for your records.

Begin completing your documents online today.