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S
soupman
February 19, 2021
Question

Where do I enter information for form 3921? When I go to the "Stocks, Bonds, Mutual Funds" area which is supposed to cover 3921, it only allows me to enter 1099-B stuff.

  • February 19, 2021
  • 1 reply
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    1 reply

    KathrynG3
    KathrynG3
    February 23, 2021

    In the same Investment Income section, scroll down to ISO Exercise and Hold and Start. TurboTax will ask if you bought the Incentive Stock Options in 2020 and whether or not they were sold during 2020 through the interview. 

     

    For more information about incentive stock options, see 2020 Publication 525: Taxable and Nontaxable Income beginning on page 12, Column 2.

     

     

    S
    soupmanAuthor
    February 27, 2021

    In that section, after going through the wizard about buying/selling in the same year, it says "Since you sold this ISO stock in the same year you bought it, you don't need to report anything here. Make sure to report the ISO stock sale as an Investment Sale."

     

    There is no way to enter a 3921 here...

     

    The "Stocks, Bonds, Mutual Funds" section says that it "Covers 1099-B, 3922, 3921," but when you continue it only gives you a chance to enter information from a 1099-B.

      P
      PattiF
      March 2, 2021

      In TurboTax Online, use the search feature in the upper right section of the screen and type in 3921.

       

      Click on Form 3921 and then select Jump to form 3921 below the search box. 

       

      Follow the prompts.

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