Request for a 409A Report I am leaving a private company and within 90 days of my departure I will be exercising my stock options. Do I need to determine the current value of this stock so that I can claim the difference as income? Since this company's stock is not traded on the open market, how do I determine their current value? An executive at this company has told me that my CPA can request a copy of a 409A valuation report but that I cannot as an individual. Is that true? I use TurboTax so I don't have a CPA. Even if I do get a copy of this 409A report, I assume it won't be current data, as the valuation may have taken place weeks or most likely, months ago. Ayy help or insight would be appreciated. |