BB_0
Returning Member

Get your taxes done using TurboTax

@rjs 

 

Thanks a 10^6, again.  I'll do it as described, and I agree the 1099-DIV would be a made-up baseless way to do it with no opportunity to qualify the move and no form to support the entry.

 

You're really very helpful – very patient, attentive, detail-oriented, precise, and sensible, hence so very helpful:)

Kindest regards,

p.s. I may have a question later on about entering sales of founder stock and invoking Sec 1202 as a QSBS to avoid tax on the first $10MM.  But for now, a break 🙂