stfranklin525
Returning Member

Retirement tax questions

Hi @SantinoD ,

 

Thanks for replying. I do think however there is something to report this year because of this key reason: I did not file Section 83(b) for the early exercise in 2021. Therefor the spread between the FMV at the vesting date and my exercise price needs to be factored into my 2022 filing as part of the AMT calculation.

 

As a result, I do believe I need to report this in Turbotax in some fashion.

 

Thanks again for your help, let me know what you think. Cheers!