I have turboTax premier and exercised some of my company ISOs in 2020. Where do I enter the relevant information?

The relevant information is captured on your Form W-2 and Form 1099-B. You should also have Form 3921 for the pertinent details about when the options are exercised and sold.

• To enter Form W-2, enter w2 in the search box and select the Jump to link in the search results.
• To enter Form 1099-B, enter investment sales in the search box and select the Jump to link in the search results.

If the disposition is qualified, the treatment will be more favorable than if it is nonqualified.

To be qualifying, the sale date must be:

• more than one year after the purchase (exercise) date
• more than two years after the beginning of the offering (grant) date

For more information, see:

How to Report Stock Options on Your Tax Return - TurboTax Tax Tips & Videos

Non-Qualified Stock Options - TurboTax Tax Tips & Videos

How do I fix the basis for an NQSO sale that was also reported on my W-2?