zpac90
Returning Member

ISO Exercise not appearing on 6251/as AMT

I exercised and held ISOs this tax year with a significant exercise price/FMV difference. The sale wasn't reported on my W2, but I filled out the "ISO Exercise and Hold" section in the EasyStep view. In the form view, none of this AMT taxable difference shows up in 6251/6251 Wks forms, and the Exercise SO Worksheet is blank in the 4 - Alternative Minimum Tax (AMT) Summary section.

 

From everything I understand about AMT and ISOs, this is an AMT-taxable event. Is this a bug, a not yet released functionality, or am I missing something obvious?