Strategy Inc says new IRS guidance means it does not expect to pay CAMT

Published 01/10/2025, 13:04
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Strategy Inc (NASDAQ:MSTR) reported on Wednesday that, following interim guidance issued by the U.S. Department of the Treasury and the Internal Revenue Service (IRS) on September 30, it no longer expects to be subject to the 15% corporate alternative minimum tax (CAMT) due to unrealized gains on its bitcoin holdings.

The interim guidance clarifies that corporations may disregard unrealized gains and losses on digital asset holdings when calculating adjusted financial statement income (AFSI) for the purposes of determining CAMT liability under the Inflation Reduction Act of 2022. The Treasury and IRS stated their intention to issue revised proposed regulations similar to this guidance.

Strategy Inc adopted Accounting Standards Update No. 2023-08, which requires the company to measure its bitcoin holdings at fair value, with gains and losses recognized in net income each reporting period. The company had previously disclosed that, based on the unrealized gains on its digital assets as of June 30, 2025, it expected to become subject to CAMT in tax years beginning in 2026 and beyond.

With the new interim guidance, Strategy Inc plans to exclude unrealized gains and losses from its AFSI calculation for CAMT purposes and, as a result, does not expect to be subject to the tax due to unrealized gains on its bitcoin holdings.

Strategy Inc’s securities, including its Class A common stock (NASDAQ:MSTR), 10.00% Series A Perpetual Strife Preferred Stock (NASDAQ:STRF), Variable Rate Series A Perpetual Stretch Preferred Stock (NASDAQ:STRC), 8.00% Series A Perpetual Strike Preferred Stock (NASDAQ:STRK), and 10.00% Series A Perpetual Stride Preferred Stock (NASDAQ:STRD), are listed on the Nasdaq Global Select Market.

This information is based on a statement made in a press release and SEC filing.

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