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Get your taxes done using TurboTax
"should I enter 500 in "Number of Shares Transferred (Box 5) " from "ISO Exercise and Hold" interview, even it's not what Form 3291 says?"
That's the best and safest approach. Absolutely nothing that you enter from Form 3921 is transmitted to the IRS in your income tax return so there's no "matching" issues here.
‎July 15, 2020
7:07 AM