Assuming you actually did an exercise where you purchased and held the shares over a year earlier?
For an ISO, you are really going to have to carefully check the date of your original exercise vs date of sale on the 1099-B. In my somewhat uneducated opinion, no W-2 should have been issued if over 1 year from original exercise.
@TomD8 don't you have more experience with the ISO/NQSO stuff than I do?
Am I off base here?
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
