Skip to main content
January 18, 2023
Solved

I don't have incentive stock options but TT is saying that I have to upgrade because of this

  • January 18, 2023
  • 1 reply
  • 0 views
No text available
Best answer by SantinoD

Incentive Stock options will be located in the "Investment Income" section of TurboTax. If there is an entry there for ISO (incentive stock options), and you confirmed that you in fact do not have ISO's to report, you can delete that entry there. You may have inadvertently answered a question during the interview questions that prompted TurboTax to add an ISO entry.

 

 To check the section of TurboTax that has Investment income, follow these steps...

 

  1. Federal
  2. Income
  3. Investment Income
  4. ISO exercise and hold, edit/ update

If you do have any investment income to report, TurboTax will prompt you to upgrade to our Premier package in order to be able to properly file your tax return. 

 

1 reply

Employee
January 19, 2023
agmeoz1Author
January 19, 2023

I did - they told me to go to the Community Board as only paid customers will get help from support. 

SantinoD
SantinoDAnswer
January 20, 2023

Incentive Stock options will be located in the "Investment Income" section of TurboTax. If there is an entry there for ISO (incentive stock options), and you confirmed that you in fact do not have ISO's to report, you can delete that entry there. You may have inadvertently answered a question during the interview questions that prompted TurboTax to add an ISO entry.

 

 To check the section of TurboTax that has Investment income, follow these steps...

 

  1. Federal
  2. Income
  3. Investment Income
  4. ISO exercise and hold, edit/ update

If you do have any investment income to report, TurboTax will prompt you to upgrade to our Premier package in order to be able to properly file your tax return.