One option is to just report the transaction as you would a regular stock trade you purchased from a broker. As long as you know your cost basis, date purchased, date sold, and sales proceeds, you should have all of the information you need.
Regarding the cash exercise you paid your company, was that amount included on your W-2 as withholding? If yes, then there is nothing additional to add regarding that cash exercise. If not, then you should add it in as Withholding not already entered on a W-2 or 1099. To enter it in this way, go to
- Deductions & Credits,
- scroll down to Estimates and Other Taxes Paid,
- select Income Taxes Paid,
- select Withholding not already entered on a W-2 or 1099
- enter your information.
@nathan2022
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