Charlie
New Member

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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