Thank you for the explanation with screenshots. It was very helpful in getting me to that "Employee Stock Transaction Worksheet" where I could enter the information from my previous year (year of exercise) Form 3921's. Unfortunately, as you seem to have found in your experimentation as well, it didn't seem to work. I *believe* that the results at the bottom of part IV of that worksheet (line 21(b)(4), computations of AMT, Regular Tax, and Adjustment, should be transferred (automatically?) to the Form 6251 worksheet, Disposition of Property, Line 2k, sub-line 3, Ordinary income from sale of Incentive Stock: AMT, Regular Tax, and Difference. But they aren't. Those numbers stubbornly remain zero and have no click-able source. If I over-ride and insert the numbers from the worksheet, then I get the result I expect (a substantial reduction in my taxes), but why isn't TurboTax doing this correctly for us?
Can anyone who understands what numbers should be on Form 6251, line 2k weigh in and advise where they should be coming from, since we can't seem to get TurboTax to populate them correctly?
For those who might be exploring this avenue, note that I found another more general bug in the "Employee Stock Transaction Worksheet". If you have more than 5 lines of input (I had nine), then the calculations in line 21 are incorrect; with fewer lines (I tested with 3), then the calculations are correct. Argh.
