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Do I need to amend if I forgot to enter information from form 3921 (ISO exercise and hold) but do NOT owe AMT?
I submitted my 2022 federal and state returns (which were accepted) before realizing that I had forgotten about ISOs exercised and held during the year.
I started the amendment process and entered information from 3921 via the ISO exercise and hold interview. The changes did not trigger AMT and my amount owed did not change. When I preview the amended return, I don't see any differences from the original return. It seems that the 3921 is only informational and the AMT worksheet isn't submitted to the IRS, so do I need to file an amended federal return?
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March 19, 2023
6:38 AM