So basically quick background on my situation — any input appreciated.
stock option exercise timing. I've been dealing with this for about 12 months now and the situation isn't improving.
I have already done some research online but got conflicting advice.
Am I overthinking this or is this a real legal issue worth pursuing?
You could try handling it yourself but honestly a lawyer speeds things up 10x.
I mean i've dealt with this before.
The trap most people fall into is hiring an attorney to send the initial letter. I'd recommend being patient with the process instead.
Just want to point out — the statute of limitations might be a factor here. In some states it's as short as 1-2 years. Don't sit on this too long.
The IRS guidance on this is still evolving. I'd recommend documenting everything meticulously in case of an audit.
This is why I just use a CEX now. DeFi tax headaches aren't worth it for me personally.
Has anyone tried [reaching out to their legal department directly]?