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Get your taxes done using TurboTax
I apologize. You transferred the shares into a retirement account AND THEN into a brokerage account. That maintains the NUA. The IRS regulations are clear that the stock must be transferred into a tax deferred account in order to get the benefit but if you have already paid the NUA then you are good to go for the transfer.
Because of this all of the math in your original post is correct. You seem to be doing everything just fine.
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March 5, 2024
12:06 PM