I am trying to determine if my 401k company stock is eligible to be transferred to NUA brokerage account and have received conflicting information. Specifically I was told that if any partial distribution has been taken from the plan then it is not eligible for NUA transfer until the next "life-changing" event. Since I am past the age of 72, I have had several years of MRD distributions. So am wondering if it is eligible for the stock transfer this year?
If eligible and I perform the transfer, how is it reported in TurboTax (desktop)
