Renee,
Sale:
your response really helped. I couldn't figure out if TurboTax was magically calculating my AMT adjustment or if I had to enter it. Jumping to "amt" worked. I was able to enter my AMT adjustment (grant price * # of shares sold) in the screen titled, "Did you sell ISOs in 2020 that you purchased in a previous year?"
Exercise and Hold:
In 2020, I exercised and held shares. I entered this in the Income section under "Iso Exercise and Hold".
Under "AMT", you are asked to enter the same adjustment (bargain element) for calculating AMT owed. I assumed I should leave this blank instead of double entering it. Did I do this correctly?
1. Enter ISOs exercised under "Iso Exercise and Hold"
2. Enter $0 under the AMT section asking for ISO adjustment
Thank you for your help
Dan
