Yes, I held them for over a year. Confirmed dates on my 3921 and 1099-B both the 1 year holding and the 2 year from grant.
Unfortunately these were force sold due to the terms of the sale of the startup. I would have happily held them a bit longer.
Sadly, I don't see any way to get TurboTax to recognize that this is qualified ISO sale. Everything lines up and it almost sounds like my W-2 is in error.
There are something like 5 companies involved (startup, Carta who held the startup stocks, an escrow company that managed the payment and sent the 1099, some kind of merger firm that is running the deal in the future, ADP who issued the W-2, and of course the new owning company).
@TomD8 Fidelity's document there implies a W-2 is normal but my guess here is that the information in it is incorrect. I will need to reach out to ADP I think regarding the content.
Thank you both for your time and thoughts.
Shameless plug for my other question regarding this same sale (I addressed it separately as it didn't seem relevant to the double taxing issue): https://ttlc.intuit.com/community/taxes/discussion/startup-iso-deferred-gains/00/2469834
