You can use any version of TurboTax, however, form 3921 is an informational form only. It is generally not entered on your tax return unless you then sold the stock, or if you could be subject to alternative minimum tax (AMT).
When you receive form 3921, this means that your employer transferred stock to you because you exercised an incentive stock option (ISO). Because this is a statutory stock option, there are generally no tax consequences for having exercised the option.
To be on the safe side, you can enter the information contained in form 3921 in case you are subject to AMT or to have the information available for future sale of the stock.
Please follow these steps:
- While in your federal return, click the Search icon in the top right of your screen.
- Type 3921 in the box and click the magnifying glass.
- In the search results, click the Jump to 3921 hyperlink.
- Continue through the interview, entering the requested information.
@hcmartini
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
