Download a Sample Completed 83(b) Election Form
Use this annotated example to understand what each field means, how to word your cover letter, and what proof to keep after mailing. Replace the sample data with your own.
When in doubt, ask a CPA to review your draft before you print and mail.
Key Takeaways
- One Grant, One Filing: Each grant requires its own 83(b) form and mailing.
- Match Your Documents: Ensure numbers (shares, FMV, dates) match your stock agreement and 409A report.
- Keep Proof: Save the certified mail receipt and the stamped copy returned by the IRS.
What’s Inside the Sample
- Completed 83(b) form with realistic placeholder values
- Cover letter language for a clean IRS submission
- Checklist for copies, SASE, and certified mail
Frequently Asked Questions
Can I just reuse this template?
No. This sample is educational. You must complete your own form with your legal name, SSN, address, grant details, and dates. Do not submit a generic template.
How to adjust for multiple grants?
File a separate 83(b) election for each grant. Each filing must reference the specific grant date, number of shares, and FMV for that grant.
Get Personalized Help
We can’t provide legal advice, but a qualified CPA can validate your numbers and documents before you mail.
→ Need tailored advice? Email taxhelp@example.com