Following the step by step, did not see any way to enter an ISO exercise and sell in TT Premium 2023. The ISO section in investment income says to report it as an investment sale, but I can't do that since I didn't receive a 1099-B form for the sale, only a 3921, and the prompts in that section only allow you to report 1099-B information. I tried the AMT and "other tax situations", and no check boxes there for an ISO sale in particular either.
The only other thing I came up with was adding it in the Miscellaneous Income section, as "other reportable income", and that seemed like a workaround. Gone was the step by step I remembered in the past where there was a specific section for ISO exercise and sell, and it woul ask for all the prompts regarding sale data, price etc, and work things out for you. What happened? Am I missing something? Is the Miscallaneous Income reporting OK? Thanks in advance for your response.
