Get your taxes done using TurboTax

@austinwe So sorry for the late response. Good thing taxes are due later than today.

If you 1. exercised and held in a prior year 2. sold this year in a qualified disposition. 3. you already paid AMT taxes on the shares you still need to account for an AMT adjsutment. This is done in the third tab of Turbo Tax titled "Other Tax Situations"

 

1. Select AMT

2. Check "I need to make an AMT adjustment to my investment income or expenses"

3.  If you exercised and held ISO in 2020  this first page comes up. "If you exercised ISOs in 2020 but didn't sell the stock in 2020, you'll need to enter an adjustment for AMT purposes below" - I leave this blank because I adjust my ISO's under the INCOME tab under "Exercise and Hold." If you added a number here, it seems like it would adjust them twice.

4. Next Page is the ISO adjustment page titled "Did you sell ISOs in 2020 that you purchased in a previous year?"