Support: 83(b) Filing Instructions


Nancy Thanki

Updated 09 September 2021

Are you a US tax payer who has recently exercised your grant of restricted shares? Since these shares were early exercised prior to being fully vested, you can opt to file an 83(b) election with the Internal Revenue Service (IRS). Read more about when you should file an 83(b) election.

You have 30 days from the date of your share purchase to send the 83(b) election to the IRS.

For statutory reasons, this form must be wet-ink signed (and dated) and cannot be signed electronically. You must file physical copies of the form by mail with the IRS.

Here is the process for filing your 83(b) election:

๐Ÿ–จ๏ธ Print out 4 copies of the 83(b) election with cover letter that in your Capbase Account Document Room

๐Ÿ“ Sign + date all four copies of the 83(b) election using a black or blue ink pen

โœ‰๏ธ Send 1 copy of the 83(b) election to your company. The company address is listed in your Capbase Dashboard

๐Ÿ—„๏ธ Retain 1 copy of the 83(b) election for your personal tax records

โœ‰๏ธ Send 2 copies of the 83(b) election + cover letter to the IRS inside a self-addressed stamped envelope

๐ŸŒ Please note that your personal address is used to designate the local IRS service center

โœ… Make sure to send your 83(b) election packet to the IRS via registered mail for proof of receipt of the form by tax authorities

๐Ÿงพ You will receive a stamped copy of your 83(b) election by mail from the IRS

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