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Please tell me if exercising cashless options automatically subjects you to AMT. If you exercise these options, should you immediately start making quarterly estimated payments to the IRS?

There's not enough information to answer your questions. Nothing automatically triggers AMT, but AMT may apply with options. Lots of times cashless exercises result in taxable wages, and there's withholding. Check with the office that administers your plan to find out.

The best place I've heard of for general information about options is

Phil Marti
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