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- Re: FORM 3921 Exercise of ISO
Re: FORM 3921 Exercise of ISO
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hcliston
Level 4
03-10-2023
02:55 PM
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TaxGirl and George4Tacks:
Thank you for the good 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!
