Re: Exercise of Stock Options Worksheet - Part II 3, has options NOT SOLD but my client SOLD - were does that go?

jo1 · ‎10-02-2021

I have a client who has received a total of 3 W-2s, original and two amended. This last one has the ISO and NSO added into wages. The form 3921 has information fits into the proseries Part II # 3, except it was sold in 2020. This worksheet says not sold. Is there another place to put the information that has ISO and NSO sold in 2020?

Really need help with this one.

Terry53029 · ‎10-02-2021

When stock options are sold you should receive a 1099B from broker, which will have a basis that you most likely have to adjust according to the worksheet from clients company or from client. Be sure amounts added to W2 wages are added to basis You put the sale on 8949.

Exercise of Stock Options Worksheet - Part II 3, has options NOT SOLD but my client SOLD - were does that go?

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