hcliston
Level 4

Thank you for the info you've provided on ISOs.

I just want to check another aspect of this. I'm working with a client who exercised some ISOs over several years, and in 2022 she finally sold it all. So we have some AMT tax credits to use.

I use Intuit ProSeries Basic. I think I'm handling things right, but I want to be as sure as possible. So I would like to SEE exactly what the system is using for her ISO regular basis and especially her ISO AMT basis. Where can I see those and/or change those if necessary?

Thank you!