ThomasM125
Expert Alumni

Retirement tax questions

You are correct, you need to enter your ISO adjustment for AMT purposes in TurboTax. You do this in the Other Tax Situations section and then Alternative Minimum Tax. You will see a screen that says Do you have any of these uncommon situations? One of the options will reference that you exercised ISO's in 2022, but didn't sell the stock in 2022. You need to pick that option and you will be asked to enter your ISO adjustment.

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