Hi @TomYoung . Greatly appreciate your time.
Allow me to clarify. In this case, I did visit the "Stocks,Mutual Funds, Bonds, Other" interview and completed it for ISOs exercised in previous years, and for the sale of 2 batches of shares for which I exercised in 2019 and (immediately) sold with a disqualifying disposition. I never entered any information about the other batches of ISOs that i exercised and held in 2019, in this section.
Instead, per your assumption, I added the exercise and hold shares in the "ISO Exercise and Hold" interview.
Now, back to @CB1406's original post / comment, within the AMT section (i have AMT liability this year due to the exercise and hold) there is a section that asks about uncommon situations, one of which seems to apply to us (the 1st option...) "I exercised ISOs in 2019, but didn't sell the stock in 2019. Or I sold ISOs in 2019 that I purchased in a previous year. Learn more"
When you select this option the next screen asks:
OK, let's get the info for your incentive stock options (ISOs)
If you exercised ISOs in 2019 but didn't sell the stock in 2019, you'll need to enter an adjustment for AMT purposes below. If not, select Continue
Your ISO adjustment is the difference between the stock's grant price and market price on the day you exercised your options. Learn more If you received Form 3921, it may help you figure your adjustment.
There is a blank area for the ISO adjustment and myself and I assume @CB1406 both re-input our (same) adjustment that we calculated from the 3921 forms...and this seemingly doubles our ISO amount for AMT and under Income.
So...i chose to leave this last AMT adjustment section blank which seems to yield the correct number now, but i'm concerned that i'm not adding the adjustment per the interview when it seems to clearly apply.
Thanks again
