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Investors & landlords
1. Make an adjustment. Your exercise price is going to be your cost basis since the sale is a qualifying disposition on your long term stock.
2.The adjustment for the cost basis needs to be made to both the stock and the AMT.
Here is more reading to truly explain and help you.
- Incentive Stock Options - includes various scenarios
- Re: Cannot add ISO details (intuit.com) - includes screenshots
- Missing AMT credit? - explains AMT issue and how to correct
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March 29, 2023
11:51 AM