George4Tacks
Level 15

I would start with the year that the bargain element was not posted. Screen 40, Incentive Stock Options. 

Then proforma to successive years to see if any of the AMT credit is used. You can use all 9's for the SSN to not have to pay an REP. You should see from the proforma how that credit carries. I would just through in summary numbers for most everything on the tax return, since you probably will not be amending - 1 or maybe 2 w-2s - 1 summary number for schedules C, E, F, Etc - one sale of LT and one for ST gain(loss) -etc. If the 8801 actually kicks in for one of this intervening years, then you may need to do a bit more detail. I would not try to jump from the 1st year to the N th year without review each successive years. Notice line 1 of the 8801 starts with what was on the 6251 for the 1st preceding year. 

Get a good retainer. 


Here's wishing you many Happy Returns