jwwinter's Posts

jwwinter · ‎12-07-2019

Hi, thank you for your reply. I am sorry for lacking details related to my question. This is a disqualifying disposition and it was an exercise and immediate sale. I am still trying to figure out if I...

Hi, thank you for your reply. I am sorry for lacking details related to my question. This is a disqualifying disposition and it was an exercise and immediate sale. I am still trying to figure out if I just need to override the programs calculations or if I am still not understanding it completely. I thought your comment was answered well and am seeking further thoughts from you.

jwwinter · ‎12-07-2019

Thank you for those who have replied. I am sorry for lacking details. this is a disqualifying disposition and it was an exercise and immediate sale.

jwwinter · ‎12-07-2019

Client exercised $291,620 of ISO stock options all of which is already added to W2 (increased W2 to $459,250. regular wages are $203,630 net of $18,247 deduction for 401k contribution ). Only the sta...

Client exercised $291,620 of ISO stock options all of which is already added to W2 (increased W2 to $459,250. regular wages are $203,630 net of $18,247 deduction for 401k contribution ). Only the standard deduction applies. The AMT report is adding the $291,620 back for what seems like a second time when calculating AMT.

jwwinter's Posts

jwwinter's Posts

Hi, thank you for your reply. I am sorry for lacking deta...

Thank you for those who have replied. I am sorry for lack...

Am I missing an AMT adjustment?

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