authID Inc. (AUID) AMT + ISO Calculator

Calculator · free · no signup · AUID

Plan your authID Inc. ISO exercise around the AMT bargain element from current trading price.

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Your grant

pre-IPO? leave blank — enter price + growth manually
3 yrs
10%
20%
5.0%

Tax inputs

Grant timeline

For long-term capital gains treatment on the eventual sale, ISO shares need to be held until Apr 30, 2027 (2 years from grant) and at least 1 year from exercise. Tranches sold before either deadline are disqualifying dispositions, taxed as ordinary income on the bargain element. The optimizer accounts for both treatments per tranche based on hold periods at horizon. Want to see the whole picture? Try OptionsAhoy's beta: it optimizes ISOs alongside your entire portfolio, and you pick the goal: Max Value, Max Cash, or Min Total Tax.

Net final value at year 3 sale — optimized plan

$242,783

After-tax dollars at end of year 3, net of all federal + state taxes through the sale.

This year: exercise 2,640 shares (of 10,000 total).

= gross gain at sale − federal + state LTCG − AMT premium above baseline regular tax (time-valued)

AMT premium for exercising: $90,254 (on top of $228,434 regular tax across the horizon)

Optimized plan keeps $57,102 more than lump-sum, $796 more than even split.

Federal AMT crossover this year: 1,271 shares ($57,238 bargain element). Above that, each additional share this year adds federal AMT.

Estimates only. Not financial advice.

Net final value by year

Running tally: NTV from shares exercised through year y, minus AMT premium paid through year y. The last year matches the plan's headline NTV. Hover a year for plan totals.

$0$61K$121K$182K$243KYear 1Year 2Year 3
Lump-sumEven splitOptimized

Optimized exercise schedule

You pay the higher of Regular tax and Tentative AMT per jurisdiction, then subtract Credit recovered. The result is Net tax. Hover any number for the bracket-by-bracket breakdown.

12,640
22,567
34,793

Federal AMT credit

Earned

$80,681

Recovered

$0

Remaining

$80,681

The AMT credit only recovers in years where regular tax exceeds AMT — typically a year with no ISO exercise. Every year in this schedule has bargain element, so AMT exceeds regular tax in every year and the credit carries forward untouched. Try a longer horizon or fewer total shares to introduce a recovery year.

Plan comparison

Net value at the end of your hold horizon.

Lump-sum

All in Year 1

$185,681

$57,102

Even split

Equal shares each year

$241,987

$796

Optimized

Tax-aware schedule

$242,783

Highest

Estimates only. Excludes disqualifying dispositions, NSOs, multi-state moves, and AMT preferences other than ISO bargain elements. Long-term capital gains tax assumes a qualifying disposition (ISO held ≥1 yr from exercise and ≥2 yr from grant); state LTCG follows ordinary brackets except where the state grants preferential treatment (HI, ND, SC, WI, AR, NM) or has a dedicated LTCG-only tax (WA). Assumes you are within the $100K ISO limit (any portion of an annual ISO grant whose FMV at grant exceeds $100K is treated as NSO from the start, §422(d)). State AMT figures are 2025 (next-year values published in late 2026). Not financial advice.

QSBS note. If your shares qualify (typically pre-IPO C-corp grants held 5+ years), a federal rule lets you exclude up to $10M of gain on a future sale from federal tax. That single rule shifts exercise-timing math more than AMT does. (This is §1202 “qualified small-business stock”.) Modeled in beta, not here.

You optimized one grant in isolation. The beta optimizes ISOs alongside your RSUs, NSOs, and stock in one plan.

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Related calculators: QSBS Qualification Checker · NSO Exercise Calculator · Post-Termination ISO Exercise Calculator

About authID Inc.

authID Inc. (AUID) is a public Cybersecurity company, incorporated in Delaware and headquartered in Denver, CO. IPO'd Jun 14, 2021.

Last close: $0.41 per share (as of 2026-09-04).

Nasdaq; biometric identity verification.

Equity grants at authID Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).

Thomas Szoke founded authID in 2011, originally as Ipsidy, and the company rebranded to authID with a Nasdaq uplisting (ticker: AUID) in 2021. Based in Denver, Colorado, authID sells a cloud biometric identity verification and authentication platform, using facial recognition to confirm a person matches a government ID (a process it calls "Proof") and to authenticate logins without passwords ("Verified"). In August 2026 the company reported Q2 results alongside a board review of "strategic and financing alternatives," including a possible sale or merger, while continuing to onboard customers such as a large retailer covering over 100,000 workforce members.

Sources: sec.gov · authid.ai · nasdaq.com

Equity comp at authID Inc.

  • authID Inc. is already a Nasdaq-listed company (ticker AUID), not a pre-IPO private company; its July 2026 Form S-1 is a resale registration statement tied to an April 2026 warrant and debenture private placement, not an IPO registration. Because the stock already trades publicly, the classic pre-IPO double-trigger RSU structure (service-based vesting plus a separate liquidity-event trigger such as an IPO) does not clearly apply, and no plan document confirms a double-trigger design for broad-based employee RSU grants. Separately, named executives (including the CEO and CTO) have individual Executive Retention Agreements: if their employment ends involuntarily in connection with a change of control, 100% of their outstanding equity awards (options, restricted stock, RSUs, stock appreciation rights) accelerate, and the post-termination option exercise window extends to one year (or the award's remaining term, if shorter). This is an executive-level change-of-control provision, not the standard vesting rule for rank-and-file equity grants.

Sources: sec.gov · sec.gov

Researched 2026-07-25.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by authID Inc..

Use this calculator to plan a authID Inc. (AUID) ISO exercise around the AMT bargain element from the current trading price. The math accounts for federal AMT, state AMT (CA, CO, CT, MN where applicable), AMT crossover, and year-over-year credit recovery. Inputs are yours: strike price, share count, FMV at exercise, and your filing-status income.

All authID Inc. tools → · Use the generic Multi-Year ISO Exercise Schedule Calculator for any company.

authID Inc. equity questions

How much alternative minimum tax (AMT) will I owe exercising authID Inc. ISOs?
Exercising incentive stock options (ISOs) does not create regular income tax, but the bargain element (the fair market value at exercise minus your strike price) counts toward the alternative minimum tax (AMT). The amount depends on the bargain element, your other income, your filing status, and your state. The calculator above models federal and state AMT, the AMT crossover point, and how the credit recovers in later years for your exact authID Inc. figures.
Does authID Inc. grant ISOs, NSOs, or RSUs?
Equity compensation at authID Inc. typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
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