Thank you for responding. But, to be clear. I am working with NQSO's. It is important to properly report what I have. Plus, there are differences between RSU's and NQSO's. There should be no reason to game the software to make the numbers work.
When you exercise non-qualified stock options, you recognize ordinary income equal to the spread, which is the difference between the amount you paid for the stock (award price) and the fair market value of the stock at exercise. Taxes are required to be withheld on this spread. The income and taxes withheld on these transactions are included on your Form W-2. Since you pay taxes on the ordinary income at the time of exercise, you do not have to pay capital gain taxes on that income upon exercise. When you sell option shares, the financial institution is required to report the proceeds from the sale of your option shares and cost basis of the shares to you and the IRS on Form 1099-B.
This software has a selection for NQSO, this is what should be chosen. As @njenear pointed out, you need to correct the cost basis and need to report an adjustment to the gain (or loss) on Form 8949. Since TT will not allow an override, we need a means to choose the negative adjustment value (g) and ensure the proper code is assigned (f).
