3921 Form - Copy B Delivery and Download

Section 6039 of the Internal Revenue Code requires companies to provide Form 3921 Copy B to the employee by January 31 of the year following the year of exercise of an incentive stock option (ISO). Companies can deliver this file electronically to the employee through Carta platform. 

To deliver Form 3921 Copy B to your employees

1. Navigate to  'Form 3921' under Compliance and generate your 3921 report (see how to generate the report here.)

2. Once the report is generated, click 'Deliver Copy B.'

3. This will send an email notifying holders that Copy B has been delivered.

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