83(b) packet fit checker
Check whether your facts belong in the simple already-decided packet lane before preparing a Form 15620 checklist.
TL;DR
Use the wizard only if you already decided to file, the transfer date is known, the expected postmark is within the 30-day window, the property is not an RSU or unexercised option, and no legal, tax, valuation, securities, compensation, equity-plan, or immigration advice is needed.
Use it before opening the wizard if your records include business equipment, furniture, computers, fixtures, or a prior local return. The best-fit case has one supported jurisdiction, one business location, ordinary owned assets, and enough source records to review purchase date, original cost, category, and January 1 location.
A failed answer is not a judgment about whether a return is required. It means this product should not prepare the packet without more official guidance. Appeals, exemptions, leased or consigned property, vehicle-only cases, multi-location assets, unclear situs, and special property classes can change the filing path or the taxpayer record.
1.Have you already decided to file an 83(b) election?
2.Do you know the property transfer date?
3.Will your expected postmark be within the 30-day window?
4.Is the property restricted stock, early-exercised option shares, or a simple profits-interest-like grant?
5.Do you already have the value, property, restrictions, and copy-recipient facts without needing advice?
Answer 5 questions.
The checker keeps the product from pretending to handle cases it does not support.
Four possible checker outputs
Supported packet lane
Proceed when all answers fit the simple operational packet lane and you can review every field before filing.
Professional review lane
Stop for advice, missed deadlines, uncertain transfer dates, valuation disputes, RSUs, unexercised options, complex grants, or revocation.
Related Solo 401(k) filing guides
What the 83(b) checker is looking for
The supported lane is intentionally narrow: an individual recipient who has already decided to file, has a known and undisputed transfer date, and expects to postmark the signed election within the calculated 30-day window.
The checker keeps unsupported grant types and advice questions out of checkout. RSUs, unexercised options, fully vested property, unsure property types, missed deadlines, valuation disputes, revocation questions, and complex entity or partnership grants stop here.
If every answer is positive, the wizard can prepare a Form 15620 field checklist, company copy letter, proof checklist, filing instructions, and packet passport from the facts you provide. You still review, sign, file through the official path, and keep proof.
Official sources and assumptions
This checker uses official instructions to expose fit questions, source records, and hard stops for a narrow self-preparation packet. If a fact falls outside the supported answers, use the linked official source before continuing.
- IRS Form 15620, Section 83(b) Election
Official source reviewed for this MVP on June 10, 2026. Form 15620 fields, where-to-file summary, 30-day timing rule, copy requirement, and revocation warning.
- IRS Publication 525, Restricted Property
Official source reviewed for this MVP on June 10, 2026. Restricted property context and RSU / section 83(i) boundary.
- 26 CFR 1.83-2
Official source reviewed for this MVP on June 10, 2026. Treasury regulation for election mechanics, statement contents, timing, copies, and revocability.
- 26 CFR 1.83-3
Official source reviewed for this MVP on June 10, 2026. Treasury regulation definitions for transfer, substantially nonvested property, property, amount paid, and restrictions.
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