Thanks for your response Tom.
Here are the details of the exercise:
> exercised 2 sets of ISOs on the same day and rec'd 2x 3921
> #1 exercise price =$.58, FMV = $3.75, 1000 ISOs = $3,170 bargain element
> #2 exercise price = $.16, FMV = $3.75, 6511 ISOs = $23,374.49 bargain element
> Total Bargain Element = $26,544.49
> Both 3921 were entered in the 'Exercise & Hold' section under 'Investment Income'
None of these shares were sold, and as such there is nothing on my W-2 for a disqualifying sale.
I'm also posting screenshots of the ISO AMT questions to my original post above
#1 > Selecting 'I exercised ISOs in 2018...'
#2 > Entering the ISO adjustment amount which = the $26,544 bargain amount
#3 > Leaving blank the fields asking about selling the ISOs from a previous year
#4 > Detail from AMT calculation showing $53,088 - 2x the bargain element of $26,544
#5 > the worksheet showing the ISO bargain element calculations as well as the reference to 6251, line 14
Thanks again
