Guys, have a fairly simply question that I wanted to post here. Let’s say I have some stock options, and when they expire they will be ITM; my choices would be to a) sell on the open market or b) to be assigned the underlying shares. Let’s say I am already in a high income tax bracket; if I wanted to pass my tax liability to next year, could I be assigned the stock and HOLD until Jan 01 or do I owe tax on gains at time of assignment? I.E if I sold options on expiration I would obviously pay gains on the income earned, vs. hopefully being assigned and pushing sale to the next calendar year. Any input on this ?
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