"I have filled out the Exercise and Hold interview in the Wages and Income section for 2x Form 3921. (2 Grants, 2 Exercises, neither sold). The bargain element has understandably raised my income."
Well, not your income for "regular" taxes but it is an adjustment that would raise your AMT income.
"Later, in Other Tax Situations, after selecting :
I exercised ISOs in 2018, but didn't sell the stock in 2018.
I am prompted to add my ISO adjustment amount (I assume the same bargain element as I calculated in Wages & Income?)."
Hmm... I certainly don't see that being asked when I cruise through the AMT interview, even if I previously used the ISO Exercise and Hold interview and made sure that I WOULD be hit by the AMT. But the ISO Exercise and Hold interview should automatically make an entry for you on Form 6251 so you shouldn't be making any additional entry over in the AMT interview. Make sure to look closely at your Form 6251 before filing.
Tom Young
