I have an NUA situation as well. Transferred company stock from 401k to brokerage account. inside 401k stock was in a company stock fund but was converted to common stock at transfer. Basis for fund was about 19K but full value of transfer ( about 100K) was reported on 1099-R on both lines 1 and 2A. How do I enter the cost basis for this transfer.
Also, I made a charitable donation of some of the stock. Am I only able to deduct the basis of the stock as opposed to the value of the stock at donation?
[Removed PII]
