Instructions for getting FMV in Carta
1
Log into your Carta account.
2
Click on the Portfolio tab.
Carta Portfolio Tab
3
Click on the name of the company for which you are exercising options.
4
Click on the Exercise Simulator tab.
Carta Exercise Simulator
5
Scroll down toward the bottom of the page. There is a section called "What's your tax situation." Your company's FMV will be listed under the first text box in that section.
Carta Tax Situation
6
Note: When you take your screenshot, be sure to include the entire page, including the address bar of your browser showing the URL.