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Thank you. However, now I am a little confused. I was under the impression that in order for a sale to be a qualifying disposition, the following two things need to be true:
1) The shares were sold more than one year after the exercise date
2) The shares were sold more than two years after the grant date.
While 2 is true in my case, 1 is not. I exercised the ISOs 12/2023, and sold them ~10 months later 10/2024.
Wouldn't the above make this a nonqualifying disposition?
‎February 8, 2025
3:11 PM