w15
Level 2

ISO Exercised and Held in 2021 (Do I need to delete "ISO Purchase Summary" in 2022 tax return?)

Hello,

I have exercised and held ISOs in 2021. I have reported them on my 2021 tax return and paid AMT. Now, for 2022 the entry is still there in the "ISO Purchase Summary".  So, do I need to delete this entry or do I keep it there until I sell the corresponding ISOs? This also creates a Exercise Stock Options Worksheet in the forms section.

 

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