GeorgeM777
Expert Alumni

Get your taxes done using TurboTax

In TurboTax online, to enter your ISO and AMT information, follow these steps:

  1. Go to Income & Expenses.
  2. Scroll down the page to Investment Income, and if necessary, click on the drop-down arrow to reveal more subcategories.
  3. Select ISO Exercise and Hold.
  4. Respond to the questions when prompted.

In TurboTax desktop the process is essentially the same.  That is, in the income section, you will scroll down to the Investment Income section and select the subcategory ISO Exercise and Hold

 

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