@happyfeifei , our case is different, I did not sell exercised iso. Based on your reply, you sold your early exercised iso, but you sold it 2 years from grant, one year from exercise, since it's not one year from vest date, your sale is disqualified sale, which means,the spread will be ordinary income, if your employer did not included it in your W2, then you can report it via other reportable income like Robert suggested me to do. My case is that I did not file 83b and I'm not selling any thing, so I only meet to handle the AMT portion. Regarding the document, my employer provider these information internally, I just ignored them before. You can find it from th b IRS pub 525 regarding iso and AMT.
