turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Entering Unvested Restricted Stock(via Early Exercised ISO without 83b election) on Turbotax

Thanks for the great reply i got from this post : https://ttlc.intuit.com/community/taxes/discussion/re-iso-early-exercised-without-83-b/01/2636222/hi....

 

I think i got the right answer that since I did not file 83(b) election for these Restricted Stock (acquired via early exercised ISO not Restricted Stock Award), I will be taxed as ordinary income when these RS vest, confirmed with my employer that since these RS came through early excised ISO, they did not report the ordinary income on my W-2, but when I try to find a place to fill in the tax info, like the FMV when my RS vested on every month, my strike price, the number of vested shares, I can't find a place to do it. 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
GeorgeM777
Expert Alumni

Entering Unvested Restricted Stock(via Early Exercised ISO without 83b election) on Turbotax

To follow-up on the comments from @RobertB444, if you know the ordinary income amount that needs to be reported, you can enter it as Other Income.  To enter the amount(s) as other income, follow these steps:

 

In TurboTax online:

 

  1. go to Income & Expenses,
  2. scroll down the page to the last item Less Common Income, select Miscellaneous income,
  3. then from the list select Other reportable income
  4. you will have to enter the amount you earned plus a short description. 

@zaka634

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question