Thanks for your comments! Just to clarify that my stock option contract from the employer actually says this is an ISO. But W2 box 12 they use the generic description of "V", which is non-statutory stock option. If this is an ISO, does the principle you just advised for NSO could still be applied? In the other word, would exercising the NSO be subject to AMT in 2016 and could I still use the capital loss carryforward to offset the sales in 2017 tax return? Thanks
