BanditAI
The Bandit Commitment
Ensuring peace of mind for every
Form 3921 you file.
Filing a Form 3921 isn’t just about submission! It’s about getting the data right, validating it thoroughly, and owning the right outcome.
The Bandit Commitment defines how TaxBandits approaches compliance: preventing errors before filing, supporting corrections & resubmissions when needed, and standing accountable through acceptance and beyond.
Getting the right data in
Compliance starts with clean, validated data—long before your Form 3921
is transmitted.
Guided, end-to-end compliance
Federal filing, state compliance, and form distribution—handled together with complete guidance.
No-cost corrections & retransmissions
Corrections & retransmissions for your Form 3921 are included with your
filing fee.
Money-back guarantee
If a Form 3921 cannot be accepted or is a duplicate, the filing fee can be refunded.
Form 3921: Key Takeaways
- Corporations are required to file Form 3921 for each stock transfer made to a person upon the exercise of their Incentive Stock Option (ISO) specified in section 422(b).
- As a corporation, you are required to file Form 3921 with the IRS and provide recipient copies before the deadlines.
- The deadline to furnish the recipient copy of Form 3921 is January 31, while the deadline to electronically file the form with the IRS is March 31.
Why Choose TaxBandits to File Form 3921?
Whether you're reporting ABLE account contributions to the IRS or providing copies to beneficiaries, TaxBandits handles the entire process seamlessly.
Address Book
Import business and recipient information from your Address Book for quick, error-free submissions.
Internal Audit Check
Our system validates your data against IRS business rules, notifies you of any errors, and ensures an error-free filing experience.
TIN Validation
Ensure accuracy by validating your employee TIN against the IRS database. This helps you
e-file your 3921 correctly.
Get Instant Filing Status
Receive real-time updates on your 3921 filings via email or track them anytime from your dashboard.
Recipient Copy Distribution
Distribute 3921 recipient copies via postal mail or online access. You can also download copies and mail them to the recipient on
your own.
Supports Multiple Tax Years
TaxBandits supports filing for current (2025) and prior year filings (2024 & 2023).
Exclusive Pro Features Designed for Tax Professionals
Enhance your tax filing process and optimize workflows with powerful, tailored tools designed for tax professionals.
Bulk Filing Made Easy
Easily manage filings for a few or thousands of clients. Import data via our bulk upload templates, accounting software integrations, and API integration to file effortlessly.
Client Management
Effortlessly manage all your clients in one place. Keep track of clients and their filings, streamline your workflow with an intuitive, easy-to-use interface.
Secure, Branded Client Portal
Get a client portal that reflects your brand while ensuring top-tier security where your clients can upload documents, view forms, and stay informed about the filing progress.
Team Management
Add unlimited team members to streamline workflow and collaboration. Assign roles like preparer, approver, and transmitter based on filing responsibilities.
Flexible Payment Options
Get the benefit of volume-based pricing discounts based on the number of forms you file. The more forms you file, the more discounts you get. And, choose from BanditCash, prepaid credits, that best fit your needs.
Custom Reports
Access detailed reports to gain insights into team performance and client filings. Leverage in-depth analytics to make informed decisions and enhance productivity.
For high-volume filing, call us at (704) 684-4758 for customized pricing!
Seamless 3921 Filing at Scale, Built for Enterprises
Manage high-volume 3921 filing with customizable workflows, approval controls, and enterprise-grade support.
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Seamless data ingestion at scale
Bring in data through integrations, APIs, bulk uploads, or custom templates—designed to fit your existing systems.
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Custom requirements, fully supported
Tailor our system to accommodate complex, enterprise-specific compliance needs and operational requirements (such as SSO setup).
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Personalized branding options
Customize recipient portals and email communications to align seamlessly with your brand identity.
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Streamlined workflow management
Invite teams, assign precise roles, and delegate filing responsibilities with clear ownership and approval controls.
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Enterprise-grade security and support
Benefit from robust security controls, priority assistance, and a dedicated account manager who understands your needs.
Ready to get started with TaxBandits?
What Information is Required to File Form 3921 Electronically?
Transferor Details:
TIN, Name, Address
Employee Details:
TIN, Name, Address
Incentive Stock Option Details:
- Date option Granted and exercised
- Exercise price per share
- The fair market value (FMV) on the exercise date
- The number of shares transferred
- If other than Transferor, Name, Address, and TIN of Corporation whose stock is being transferred
How to E-file Form 3921 Online with TaxBandits?
TaxBandits offers you flexible options to complete 3921 filing. Simply choose your preferred data import method and file with ease.
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Step 1: Enter Form 3921 Information
Enter the required Form 3921 information either manually or
by bulk upload option. -
Step 2: Choose Distribution Options
Choose how to deliver recipient copies: Postal Mail, Online Access, or Postal Mail+Online Access.
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Step 3: Review and Transmit
Review the 3921 form summary and transmit it to the IRS.
We'll send you email updates regarding the status of your forms. You can also track the status directly from your Dashboard.
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Step 1: Enter Form 3921 Information
Enter the required Form 3921 information either manually or bybulk upload option.
-
Step 2: Choose Distribution Options
Choose how to deliver recipient copies: Postal Mail, Online Access, or Postal Mail+Online Access.
-
Step 3: Review and Transmit
Review the 3921 form summary and transmit it to the IRS.
We'll send you email updates regarding the status of your forms. You can also track the status directly from your Dashboard.
Ready to E-file Form 3921 with the IRS?
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Frequently Asked Questions on Form 3921
What is IRS Form 3921?
Form 3921 is used to report certain information about stock incentive options that are offered by a corporation during a calendar year. When corporations offer incentive stock options (ISO) to their employees and the employees exercise these options, this must be reported to the IRS.
There are three copies of Form 3921:
- Copy A must be filed with the IRS
- Copy B must be distributed to the employee that exercised the stock option
- Copy C should be maintained for the corporation’s records
Who must file Form 3921?
Corporations must file Form 3921 if they transfer stock to an employee through an incentive stock option (ISO) exercise. It’s required to report the ISO exercise details to the IRS and the employee.
When is the due date to file Form 3921?
Here are the deadlines for Form 3921:
- The deadline to distribute employee copies is January 31st.
- The deadline to file paper copies with the IRS is February 28th.
- The deadline to file electronically with the IRS is March 31st.
What are the penalties for not filing Form 3921?
The IRS can charge penalties for late filing or failing to file Form 3921, which vary from $60 to $680 per form.
What is the difference between IRS Form 3921 and 3922?
While both forms are used to report information about employee stock options, Form 3921 is used to report stocks that were transferred when an employee exercised their Incentive Stock Options (ISO) under IRS Section 422(b). Form 3922 is used when stocks are transferred through an Employee Stock Purchase Plan (ESPP) under IRS Section 423(c).
Success Starts with TaxBandits
An IRS Authorized E-file Provider you can trust
