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.
Summary
A simple restricted-stock packet can fit this MVP when an individual received substantially nonvested property for services, already decided to file, knows the transfer date, and has user-confirmed value and amount-paid facts. The tool organizes Form 15620, copies, proof evidence, and filing instructions. It does not decide tax treatment or valuation.
Supported only after the user already decided to file.
| Supported property | Restricted stockIndividual recipient, simple facts, known transfer date. |
|---|---|
| Unsupported | Fully vested stockAlready fully vested property is a hard stop. |
| Advice boundary | No should-I-file answerThe app prepares an operational packet only. |
Clean restricted-stock lane
The clean lane is an individual recipient, a known transfer date, property subject to forfeiture or vesting restrictions, user-confirmed value and amount paid, and no request for tax, legal, compensation, securities, immigration, or equity-plan advice.
Packet contents
The packet preserves the transfer date, deadline, property description, restriction description, taxable year, value arithmetic, copy recipients, proof checklist, filing method, and stop warnings.
Hard stops
Stop for RSUs, fully vested property, uncertain transfer date, missed deadline, contested valuation, entity complexity, secondary sales, transfer restrictions that need legal interpretation, or anything involving counsel judgment.
Common questions
Can the app tell me the fair market value?
No. Valuation is outside scope. The app only performs arithmetic on values the user has already decided to use.
Can the app decide if my stock is substantially nonvested?
No. If that legal/tax characterization is uncertain, stop and use counsel or a qualified tax professional.
Prepare restricted-stock packet
Use the scope gate first, then prepare deadline, Form 15620, company copy, and proof checklist outputs.
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 after early exercise of options
How the MVP separates supported early-exercise stock transfers from unsupported unexercised option grants.
Official sources
Last reviewed: .