Years ago, I exercised 2500 ISOs when I left a company. When that company went public through a SPAC, I received 2950 shares which I sold this past year.
TurboTax Smart Check is showing a warning, "additional purchase information needed. 2500.0000 of 2950.0000 shares have been accounted for. Need information for additional 450 shares."
Specifically, it wants me edit Employer Stock Worksheet: Line 18. Column (c) , which looks like it wants me to add an additional ISO exercise for what it believes are 450 missing shares.
Since I don't have an additional exercise as my 2500 ISOs converted to 2950 shares somewhere along the line, how do I go about correcting my tax forms so I can submit my taxes?
Thanks for your help.
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Full Smart Check message:
"Form 1099-B Worksheet (COMPUTERSHARE) -- Capital Asset Sales Wksht (1) -- Capital gn (ls) adjustments/other info (2950.0000sh COMPANY_NAME) -- Employer Stock Worksheet: Line 18. Column (c) additional purchase information needed. 2500.0000 of 2950.0000 shares have been accounted for. Need information for additional 450 shares."
