I have had non-qualified stock options. I exercised them and I am holding the stocks (which I did not sale). I am trying to enter the relevant information in step-by-step process in my TT under "Investment Income". However, it has only one option for "ISO Exercise and Hold" and does not give me to enter my Non-ISO transaction.
Why this is missing?
I went to Forms format. It shows "Exercise of Stock Options" worksheet and this shows both alternative ISO and Non-ISO. Now I manually modified the worksheet and entered the information on Federal Sch 1, line 8k.
Am I doing something wrong or missing something? PLEASE HELP.
July 13, 2024
