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Get your taxes done using TurboTax
You do need to calculate the incentive stock option adjustment (ISO) and report it in the Other Tax Situations section in TurboTax. In that section you will find a category for Alternative minimum tax, where you will see a screen that says Do you have any of these uncommon situations? One of the options will be I exercised ISO's in 2022, but didn't sell the stock in 2022. Choose that option and on the next screen you will see an option to enter your ISO adjustment.
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‎February 21, 2023
6:19 PM