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.
Summary
IRS Form 15620 is the IRS-provided Section 83(b) election form. It asks for taxpayer identity, transferred property, transfer date, taxable year, restrictions, fair market value, amount paid, gross-income amount, signature, and optional service-recipient information. The taxpayer signs and files it; this product only organizes a self-review packet.
Form 15620 is a voluntary IRS convenience form; a valid written statement can also satisfy Treasury regulation requirements.
| Current form | Form 15620 (Rev. 4-2025)IRS PDF last modified August 8, 2025. |
|---|---|
| Box 3 | Date property is transferredThis drives the 30-day operational deadline. |
| Box 8 | FMV minus amount paidThe app shows arithmetic from user-entered values, not valuation advice. |
What the packet prepares
The packet organizes Form 15620 field prompts, the simple deadline result, copies to provide, proof-of-filing evidence, a company copy letter, and a passport JSON record. It does not submit the election or store official portal credentials.
What the user must still review
The taxpayer must review the transfer date, property description, restrictions, taxable year, fair market value, amount paid, gross-income amount, identity fields, signature, date signed, mailing address, and copy recipients before filing.
When to use a professional
Use counsel or a qualified tax professional when the grant, transfer date, valuation, property status, service relationship, entity classification, securities law, immigration facts, or revocation question is uncertain.
Common questions
Does the app fill in my TIN?
No. To minimize sensitive data collection, the app reminds you to complete the taxpayer TIN directly on the official form outside the browser draft.
Does Form 15620 get filed online?
Yes, if you can sign in to an IRS Online Account: the IRS lists Form 15620 among its mobile-friendly forms (posted June 29, 2025) that you fill in and submit online, or download for mailing. The printed form's instructions still describe mailing to the IRS office where you file your return. Use one route, not both, and keep the confirmation or postmark proof.
Start the Form 15620 packet
Prepare a field checklist, company copy letter, evidence checklist, and filing-method instructions from your entered facts.
Open checkerRelated guides
83(b) election example: Form 15620 filled in box by box
A worked Form 15620 for the most common case, founder stock bought at fair market value, with what changes for an early exercise.
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.
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 for this guide
Last reviewed: .