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Returning Member
posted Feb 17, 2022 9:24:11 AM

correct ISO/NQ numbers on W-2, wrong numbers on ESP Comp Wks

We have income from both ISOs and NQ options reported in box 1 of the W-2. ISOs are broken out in box 14, called DQSTO, and the NQs are in box 12b with the V code. The option dollar amounts in the W-2 match my records. However, the ESP Comp Worksheet is saying numbers smaller than the actual numbers are ON THE W-2. I have no idea where it's pulling these numbers from. It will not allow me to change the numbers so they match the W-2. Is there a bug in the Premier edition? Or did I make a mistake that's hidden somewhere in the underlying forms? Do I need to delete my return and start over?

Thanks!

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1 Replies
Returning Member
Feb 20, 2022 11:23:50 AM

Solved my problem! The errant basis for the ISOs came from Form 3921. I was able to make an adjustment that reconciled it with the ISO number on the W-2.