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How do I enter a sale of ISO stock of a private company (not traded on any exchange) where the buyer withheld escrow amounts?
I exercised 4 of my ISOs in previous years. 3 of them qualify for long term capital gain, but the 4th does not.
A CPA told me to treat it as an installment sale, however Turbotax (incorrectly, I believe) won't allow stock to be entered as an installment sale. I say incorrectly because the stock was/is not traded on any exchange.
The Stocks ISO section also does not allow me to enter the escrow amounts that were withheld.
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‎June 6, 2019
12:50 PM