SCOPE-01
GuidedAlready-decided entry
The wizard blocks users who want the software to decide whether they should file an 83(b) election.
Back to 83(b) Election Desk
Published quality checks
36 checks behind 83(b) Desk.
This page documents the controls the product is designed around. Some are automated, some are guided prompts, and some remain explicit user-review steps before filing.
6
Automated checks
18
Guided checks
12
User-review checks
These controls do not guarantee acceptance, penalty avoidance, tax savings, valuation outcome, or legal compliance. 83(b) Election Desk is independent self-help software for operational packet preparation after you have already decided to file. It is not a law firm, tax practice, CPA/EA practice, valuation firm, securities adviser, immigration adviser, compensation consultant, equity-plan adviser, registered agent, or government agency. You remain responsible for reviewing the packet and filing through the official channel.
Scope gates
6 checksIRS Form 15620, Section 83(b) Election
SCOPE-02
GuidedIndividual recipient lane
The MVP is limited to individual service-provider recipients, not entities, trusts, family transfers, or multi-party structures.
SCOPE-03
GuidedSupported property selector
Restricted stock, early-exercised option shares, and simple profits-interest-like grants are separated from RSUs, unexercised options, fully vested property, and unsure cases.
SCOPE-04
GuidedKnown transfer date
The workflow requires a known and undisputed transfer date before calculating the 30-day window.
SCOPE-05
GuidedNo advice checkbox
The user must confirm they are not asking for legal, tax, valuation, securities, compensation, equity-plan, or immigration advice.
SCOPE-06
GuidedNo revocation lane
Revocation, late filing, IRS consent, amendment, and correspondence cases are routed out before checkout.
Deadline and mailing
6 checksDEADLINE-01
AutomatedTransfer date captured
The calculator uses the user-entered transfer date as the deadline anchor.
DEADLINE-02
AutomatedThirty-day calculation
The packet calculates a simple transfer-date plus 30-day deadline.
DEADLINE-03
AutomatedWeekend warning
When day 30 falls on a weekend, the packet shows the next Monday and preserves the legal-holiday warning.
DEADLINE-04
AutomatedExpected postmark check
Checkout is blocked when the expected postmark date is after the calculated simple deadline.
DEADLINE-05
AutomatedMailing proof reminder
The output emphasizes postmark evidence, delivery tracking, signed copies, and company copy evidence.
DEADLINE-06
AutomatedNo transmission claim
The product does not claim to e-file, mail, submit, or represent the taxpayer.
Form 15620 packet
6 checksFORM-01
GuidedTaxpayer identity prompt
The packet captures taxpayer name and address but avoids collecting full SSNs/TINs in browser drafts.
FORM-02
GuidedTIN privacy reminder
The user is instructed to complete the TIN directly on the official Form 15620.
FORM-03
GuidedProperty description prompt
The packet requires a user-entered property description and quantity.
FORM-04
GuidedRestriction prompt
The packet requires a user-entered restriction description rather than inventing legal language.
FORM-05
GuidedValue arithmetic
The packet calculates fair market value, amount paid, and gross-income amount from user-entered numbers.
FORM-06
GuidedService recipient copy
The packet includes the Form 15620 copy requirement and company copy checklist.
Unsupported cases
6 checksHARDSTOP-01
User reviewRSU stop
RSUs and section 83(i) questions are stopped before packet generation.
HARDSTOP-02
User reviewUnexercised option stop
Unexercised options are not treated as a transfer of the underlying property for this packet.
HARDSTOP-03
User reviewFully vested property stop
Already fully vested property is outside the Section 83(b) packet workflow.
HARDSTOP-04
User reviewValuation dispute stop
Contested value or value-selection requests are routed to professional review.
HARDSTOP-05
User reviewComplex entity stop
Partnership, waterfall, capital-account, trust, and multi-party grant questions are not handled as simple form facts.
HARDSTOP-06
User reviewNon-US complexity stop
Residence, treaty, withholding, securities, and immigration questions are outside the product.
Output and records
6 checksOUTPUT-01
User reviewCompany copy letter
The packet includes a copy-letter checklist without certifying legal validity.
OUTPUT-02
User reviewProof checklist
The output lists signed form, postmark evidence, delivery tracking, company copy evidence, and packet passport.
OUTPUT-03
User reviewPassport included
The local JSON passport preserves user-entered facts, warnings, and checklist items.
OUTPUT-04
User reviewNo official receipt
The packet states it is not an IRS receipt or acceptance proof.
OUTPUT-05
User reviewFooter boundary
Outputs repeat that the tool is not legal, tax, valuation, securities, compensation, equity-plan, immigration, filing, or government advice.
OUTPUT-06
User reviewUser responsibility
The user remains responsible for review, signature, mailing, copies, and records.
Source review
6 checksSOURCE-01
GuidedOfficial-source list visible
The homepage and guides expose the IRS and eCFR sources used for packet mechanics.
SOURCE-02
GuidedSource review date shown
The product reports June 10, 2026 as the source review date.
SOURCE-03
GuidedPublication 525 boundary
The RSU hard-stop page points to IRS Publication 525 and the section 83(i) boundary.
SOURCE-04
GuidedRegulation links
The source list links Treasury regulations for election mechanics and section 83 definitions.
SOURCE-05
GuidedRevocation source
Revenue Procedure 2006-31 is linked only as revocation context, not as a supported workflow.
SOURCE-06
GuidedStructured citations
Guide JSON-LD cites the official source URLs for LLM and search extraction.