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Get your taxes done using TurboTax
Thank you for the quick reply!
Wish I could give you a screenshot. I did enter my transaction in "Stocks, Mutual Funds, Bonds, Other", and have re-entered them several times. Here's the log of a new try with fictitious numbers.
1) Add more sales
2) Did you get a 1099-B? No
3) Select: Incentive Stock Option plan (ISO)
4) Identify the Employer. Select my company.
5) Select "Sold shares exercised in 2017"
6) Date sold: 12/25/2017
Number of Shares Sold: 200
Selling Price per Share 12.00
7) Total Proceeds Summary - hit next
😎 How did you buy the shares you sold? "At the same time for the same price"
9) Select "No, I did not receive Form 3921"
Number of Shares exercised 200
Date options were exercised 12/25/2017
Market Price on Date options were exercised 12.00
Exercise price per share 9.00
Commissions 0
Date options were granted 1/1/2015
Wish I could give you a screenshot. I did enter my transaction in "Stocks, Mutual Funds, Bonds, Other", and have re-entered them several times. Here's the log of a new try with fictitious numbers.
1) Add more sales
2) Did you get a 1099-B? No
3) Select: Incentive Stock Option plan (ISO)
4) Identify the Employer. Select my company.
5) Select "Sold shares exercised in 2017"
6) Date sold: 12/25/2017
Number of Shares Sold: 200
Selling Price per Share 12.00
7) Total Proceeds Summary - hit next
😎 How did you buy the shares you sold? "At the same time for the same price"
9) Select "No, I did not receive Form 3921"
Number of Shares exercised 200
Date options were exercised 12/25/2017
Market Price on Date options were exercised 12.00
Exercise price per share 9.00
Commissions 0
Date options were granted 1/1/2015
‎June 6, 2019
2:55 AM