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New Member
posted Aug 8, 2025 6:57:49 AM

Where is the ISO exercise and hold option in turbo tax. When i search it does not come up

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1 Replies
Level 15
Aug 8, 2025 9:03:41 AM

not quite sure what you are asking? upon exercise if ISO no tax is due until sold and there is no election that has to be made.

see this link

https://www.schwab.com/learn/story/incentive-stock-option-iso-taxes-guide?msockid=23c003a0181a61f5227215a71c1a6311 

 

 

there is an 83(b) election but that applies to RSUs subject to vesting. it does not apply to ISOs