V VestedGrant
Tax year 2023 · TN

Tennessee ISO AMT in 2023

The 2023 federal AMT exemption, phase-out thresholds, and Tennessee (no state AMT) for ISO exercises.

The 2023 picture for Tennessee residents

Tennessee has no state income tax, so the 2023 tax picture for its residents was entirely federal: ordinary rates up to 37%, capital gains up to 23.8%, and federal Medicare taxes. That was the structural advantage that drove tech-employee relocations into Tennessee throughout the decade.

2023 AMT exemption

The 2023 federal AMT exemption was $85,700 for single filers. The exemption phased out at 25 cents per dollar of AMTI above $609,350, fully eliminating the exemption for higher earners. That is why ISO exercises in Tennessee during 2023 produced AMT bills that surprised people running first-order mental math.

Tennessee layer in 2023

Tennessee did not impose a separate state AMT in 2023, so federal AMT was the only layer. State ordinary tax still applied to any disqualifying disposition income recognized in the same year.

Frequently asked

What supplemental-wage withholding rate applied to RSU income in Tennessee in 2023?
The federal supplemental-wage withholding rate was 22% on the first $1,000,000 of supplemental wages per calendar year, rising to 37% above that. Tennessee does not impose a state income tax on wages, so no state withholding applied.
Did Tennessee recognize federal QSBS exclusion in 2023?
Tennessee has no state income tax, so QSBS eligibility affects only federal tax. Federal Section 1202 treatment applied in 2023 identically for Tennessee residents.
What was the top federal ordinary bracket in 2023, and how did it apply to Tennessee residents?
The 37% federal ordinary bracket started around $609,350 of taxable income for single filers in 2023. Tennessee added nothing at the state level, producing a combined top marginal rate of approximately 37%.

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