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Ruby Corporation Grants Stock Options to Iris on February 1,2014

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Essay

Ruby Corporation grants stock options to Iris on February 1,2014.The options do not have a readily ascertainable value.The option price is $100,and the FMV of the Ruby stock is also $100 on the grant date.The option allows Iris to purchase 200 shares of Ruby stock.Iris exercises the option on August 1,2015,when the stock's FMV is $150.Iris sells the stock on December 5,2016 for $400.Determine the amount and character (i.e.ordinary,LTCG or STCG)of income recognized by Iris and the deduction allowed Ruby Corporation in 2014,2015 and 2016 under the following assumptions:
a.The stock option is an incentive stock option.
b.The stock option is a nonqualified stock option.


Definitions:

Automatic Stay

A provision in bankruptcy proceedings that halts most legal actions against the debtor, providing temporary relief from creditors, evictions, and certain lawsuits.

Legal Action

The formal process of resolving disputes by a court of law, including lawsuits and litigation.

Punitive Damages

Punitive damages are financial compensation awarded to a plaintiff, over and above the actual damages, intended to punish the defendant for egregious wrongdoing and deter future similar acts.

Order Of Relief

An order from a bankruptcy court that temporarily or permanently relieves the debtor from certain debts or legal action by creditors.

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