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Get your taxes done using TurboTax
There's two places where you might enter something about an ISO. The first place is the "ISO Exercise and Hold" interview and the second place is using the "guide me" path within the "Stocks, Mutual Funds, Bonds, Other" interview and if you passed through both entering information about the grant of the ISO twice this could lead to some "over counting."
You should be able to delete the ISO Exercise and Hold information and only use the ISO "guide me" process. Properly done the AMT should be calculated only on the shares not sold by year end.
Tom Young
‎June 1, 2019
12:36 AM