Situation:
At the very end of 2022, I exercise ISO options from a privately held company for stock units.
I didn't receive any documentation that I can find for this transaction, other than my check clearing.
Fast forward to August 2023, and my company exercises their right to repurchase my shares.
As I started entering this in Turbo Tax, I started investigating and realized I should have added these to by 2022 failing for exercising the options.
I have now sold, but I don't know the FMV of the shares because the company is privately held. All I know is the strike price of my options, and the price per share at which my former company repurchased them.
What should I do?
Do I need to amend my 2022 filing and can I do that with Turbo Tax (I didn't use Turbo Tax originally to file)?
Do I need to reach out to my former employer to see if they can provide me with FMV somehow or can I assume FMV of either the strike price or the repurchase price?
Thanks for the help in navigating this situation.
