As I exercised the NSO in December 2016 and the stocks
were sold in January 2017 when the company was bought out, I received the W2 with an income reported on box
12 "v" for 2016 tax , but the
1099b will not be ready until later for 2017 tax year.
(1) As I have to pay AMT on the NSO in 2016, can I do I enter the tax paid for 2016 as a tax credit for 2017 in turbotax and how?
(2) Is there a way we could use my capital loss carry-forward from historical stock sales (separately from the NSO) on Schedule D to offset the gain from the NSO either in 2016 or 2017?
