clschaaf
New Member

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.