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Get your taxes done using TurboTax
Thanks Robert..
A bit of clarification for others who may read this:
As noted in my original posting, the shares of my company stock went directly to a taxable brokerage account. I did not transfer to a retirement account first.
My transfer was identified as an NUA on the 1099-R I received and I paid the tax as ordinary income for the cost basis in the year of the transfer.
March 5, 2024
12:20 PM