I guess I need to stay away from these things. Some of that is more confusing than before.
1) Never heard of a LT dis-quailfying sale. (oh..maybe exercise date was less than 1 year from Grant, so final sale of stock is less than 2 years form Grant date, but longer than 1 year form exercise)
2) Still don't know why a W-2 would be issued for a LT Qualifying sale. No way to make that a LT gain.
I guess, that's why I suggested @ViperXpyro closely check all the dates.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
