Get your taxes done using TurboTax

@zgoeps 

This particular subject is confusing within the TurboTax because the interviews aren't as clear as they should be. 

 

In my post I said:

"Within TurboTax the only place that number comes from, unless you enter something directly on the Form it self, is the "ISO Exercise and Hold" interview and the "Stocks, Mutual Funds, Bonds, Other" interview if you choose to use the ISO "Guide me" process."

 

So my guess here is that you went through both the "ISO Exercise and Hold" interview for the shares you kept AND went through the ISO guided interview over in the "Stocks, Mutual Funds, Bonds, Other" interview and effectively told TurboTax you had double the number of shares you didn't sell.  So if the gross number of shares exercised was 100, say, and you sold 25, leaving you with 75 shares at year end, then using the "Stocks, Mutual Funds, Bonds, Other" interview where you told TurboTax all about the grant of 100 shares, TurboTax will figure out you've got 75 shares left over and make the Form 6251 entry.  But if, after that, you also go over to the "ISO Exercise and Hold" interview and tell TurboTax about the 75 shares, you've doubled the number of held shares within TurboTax.