83(b) election proof-of-filing checklist
The evidence checklist users should assemble around a Section 83(b) election packet.
Summary
A practical Section 83(b) proof file should include the signed Form 15620 or statement, transfer-date support, value and amount-paid support, mailing receipt or postmark evidence, delivery tracking when available, company copy evidence, transferee copy evidence if needed, and the final packet passport. The app organizes evidence; it does not certify timeliness.
The packet is a recordkeeping aid, not an IRS receipt.
| Core proof | Signed form and postmark evidenceKeep copies before mailing. |
|---|---|
| Company copy | Delivery evidenceRequired copy recipient evidence. |
| Passport | Local JSON recordPreserves user-entered packet facts. |
Before mailing
Review every Form 15620 field, add the TIN directly on the official form, sign and date the form, make a copy, confirm copy recipients, and choose a mailing method that produces postmark evidence.
After mailing
Save the mailing receipt, tracking page, delivery confirmation when available, company copy evidence, any returned mail envelope, and the packet passport.
When to escalate
Escalate to a professional if proof is missing, the postmark is late, the address was wrong, the company disputes facts, or the IRS sends correspondence.
Common questions
Is a packet passport an official filing receipt?
No. It is a local record of the facts and warnings used in the software.
Does the app certify that my filing was timely?
No. It calculates a simple deadline and reminds you to preserve official mailing evidence.
Build evidence checklist
Use the wizard to assemble the packet evidence list before mailing.
Open checkerRelated guides
83(b) election deadline calculator
A source-linked deadline guide for people who already decided to file a Section 83(b) election and need an operational packet before the 30-day window closes.
Form 15620 for a Section 83(b) election
A practical guide to the IRS Form 15620 fields used in a Section 83(b) election packet.
83(b) election for restricted stock packet
How the MVP handles a simple individual restricted-stock grant after the user has already decided to make the election.
Official sources
Last reviewed: .