I'm confused by the Second Part step.
Are you saying that shares sold in addition to the NUA shares should have a cost basis = the NUA?
In my case, for the shares sold in addition to the NUA, if I enter the NUA value and I see a huge refund. Not likely.
For Ref:
Sale of shares in addition to the NUA:
Proceeds = $50k
Actual basis for the additional shares = $49k
NUA = $200k
Thanks
