@gree558574
In the search box type without the quotes "3921" and then select jump to 3921
There you will respond if you bought or sold ISO's this year.
If you sold or otherwise disposed of the shares, To report any gains/losses required you would have to go to the investment sales section of turbo tax which you would just search "investment income" and jump to and you would enter them under that section.
To determine what, if any, AMT you may owe, if you are liable for AMT and if you are using TurboTax Premier online, then to enter your ISO information follow these steps:
- Go to Income & Expenses
- Scroll down to the category Stocks, Cryptocurrency, Mutual Funds, etc.
- Click on the drop-down arrow to open the window if necessary
- Select ISO Exercise and Hold
As you enter your information in this section, your AMT, if any, will be displayed and if you must pay the AMT, TurboTax will include this tax on your return.
Form 3921 is an IRS form that reports the exercise of an employee Incentive Stock Option (ISO). It is an informational form only. It is generally not entered on your tax return unless you then sold the stock, or if you could be subject to alternative minimum tax (AMT).
For more details, here is a help article on Incentive Stock Options.
**I don't work for TT. Just trying to help. All the best.
***Say "Thanks" by marking as BEST ANSWER and clicking the thumb icon in a post and that I solved your question
**Mark the post that answers your question by clicking on "Mark as Best Answer" I am NOT an expert and you should confirm with a tax expert.
