- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
"Are either of these ESPP stock purchases or sales considered an ISO excersized or sold and must be figured in ATM computation per the first item above?"
No. ISOs and ESPPs are both considered "Statutory Stock Options" but operate under different rules. For ESPPs there's no similar rule to ISOs where stock not sold by the year end in which the option was exercised are an AMT adjustment item.
For stock acquired via ESPPs there Qualified and NonQualified dispositions and the grant dates and how long you owned the stock determines that. If you use the ESPP step by step interview and enter the Form 3922 information, TurboTax will handle this correctly.
‎October 7, 2020
12:39 PM