Finance & Investment

Section 83(b) Election Letter

IRS election letter under Section 83(b) of the Internal Revenue Code to include restricted property in gross income at the time of transfer rather than at vesting. Must be filed within 30 days of receiving the restricted property.

📄 1 signer📅 14-day expiry🏷 Finance & Investment🔖 83b-election, irs, tax, restricted-stock

About this template

The Section 83(b) Election Letter is a ready-to-use finance & investment template you can send for signature in minutes. It is written for 1 signer (taxpayer) and, by default, expires 14 days after it is sent if left unsigned. It covers 83b election, irs, tax, restricted stock. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.

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# Section 83(b) Election Letter > **CRITICAL DEADLINE.** A Section 83(b) election must be postmarked and delivered to the IRS within **thirty (30) calendar days** of the date of the transfer of the restricted property. The IRS does not grant extensions. File early. --- ___________ Internal Revenue Service Attn: Section 83(b) Election ___________ **Re: Election Under Section 83(b) of the Internal Revenue Code** --- The undersigned taxpayer hereby makes an election pursuant to Section 83(b) of the Internal Revenue Code of 1986, as amended (the "Code"), and Treasury Regulation § 1.83-2, to include in gross income for the taxable year in which the property described herein was transferred the excess (if any) of the fair market value of such property over the amount paid therefor. ## 1. Taxpayer Information **Name:** ___________ **Address:** ___________ **Social Security Number / Taxpayer Identification Number:** ___________ **Tax Year of Transfer:** ___________ **Taxable Year End:** December 31, ___________ ## 2. Description of Property The property subject to this election is ___________ shares of the Common Stock of ___________, a ___________ corporation (the "Company"), received pursuant to a ___________ dated ___________. ## 3. Date of Transfer The property was transferred to the taxpayer on ___________ (the "Transfer Date"). ## 4. Nature of Restrictions

Fields (25)

election date
date · required
irs service center address
textarea · required
taxpayer name
text · required
taxpayer address
textarea · required
taxpayer ssn
text · required
tax year
text · required
taxable year end
text · required
number of shares
number · required
company name
text · required
company state of incorporation
select · required
grant type
select · required
grant agreement date
date · required
transfer date
date · required
total vesting months
number · required
cliff months
number · required
fmv per share
currency · required
total fmv
currency · required
purchase price per share
currency · required
total purchase price
currency · required
spread per share
currency · required
total spread
currency · required
company name
text · required
tax year
text · required
taxpayer signer name
text · required
taxpayer signer title
text

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Every signed document gets PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package sealed in WORM storage.

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