Form 15620 Sec 83(b) Election (attached) is a new form in 2024. A client needs to file this with the IRS within 30 days of executing an early exercise of stock options (nonvested). In the questionnaire, please add to the early exercise question that if the client answers yes to having executed an early exercise (83(b) election) during the tax year that they need to upload a copy the completed and signed Form 15620 Section 83(b) Election to the portal