earlgrey
Returning Member

ISO disqualifying disposition to report on Schedule 1 Line 8j

I exercised ISOs to purchase shares and sold the shares in the same year (2021). My understanding is that the sale is a disqualifying disposition, and the lesser of the difference between the exercise price and the market price of the shares at the time of exercise or disposition should be reported as ordinary income. However, this compensation is not reported on my 2021 W-2. I plan to report it on Schedule 1 Line 8j “Stock options” per IRS instructions, but I can’t figure out how to do so using TurboTax Premier Online. Any advice would be greatly appreciated!