83(b) election RSU hard stop
A source-linked hard-stop page for RSU users who should not use the routine Section 83(b) packet lane.
Summary
RSUs are a hard stop for this product. IRS Publication 525 discusses a separate section 83(i) election for certain qualified stock from broad-based option or RSU programs, and says Form 15620 cannot be used for a section 83(i) election. 83(b) Election Desk does not prepare RSU or 83(i) filings.
RSUs and section 83(i) are outside this MVP.
| Hard stop | RSUsNo checkout or packet generation for RSU cases. |
|---|---|
| Separate topic | Section 83(i)Not a Form 15620 83(b) election. |
| Source | IRS Publication 525Restricted property and qualified equity grant sections. |
Why RSUs stop
The supported workflow is a Form 15620 Section 83(b) packet for transferred substantially nonvested property after the user already decided to file. RSU and 83(i) issues are different and need separate official or professional review.
What to do instead
Review IRS Publication 525, any company equity documents, and professional guidance for RSU-specific questions. Do not force an RSU into this Form 15620 packet.
Wizard behavior
If the user selects RSU, unexercised option, or already fully vested property, the packet result is outside scope and checkout is not offered.
Common questions
Can I use Form 15620 for an 83(i) election?
No. IRS Publication 525 says Form 15620 cannot be used for an election under section 83(i).
Can the app explain my RSU tax treatment?
No. RSU tax treatment and 83(i) eligibility are outside scope.
Open scope gate
The wizard stops RSU and unexercised option cases before the packet stage.
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: .