Do I need to amend if I forgot to enter information from form 3921 (ISO exercise and hold) but do NOT owe AMT?

[nensabe]

I submitted my 2022 federal and state returns (which were accepted) before realizing that I had forgotten about ISOs exercised and held during the year.

I started the amendment process and entered information from 3921 via the ISO exercise and hold interview. The changes did not trigger AMT and my amount owed did not change. When I preview the amended return, I don't see any differences from the original return. It seems that the 3921 is only informational and the AMT worksheet isn't submitted to the IRS, so do I need to file an amended federal return?

[ThomasM125 · Accepted solution]

You don't need to file your amended return since there was no change in tax or reporting on it.