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Get your taxes done using TurboTax
I have received the NUA distribution in stock -- it was not a rollover. I plan to sell some stock shortly.
I do not have an issue with the 1099-R. That is pretty straight foreward and can be accommodated in TurboTax.
The NUA numbers are large as it related to regular income. I must now pay in Estimated Payments and to raise those funds, I must sell some of the stock.
I just want to know how to report a stock sale to the IRS. (Remember that I said that the sale will have both LT and ST cap gains of each share I sell in 12 month after my NUA distribution.) Right now I am modeling in TurboTax 2019 to understand the potential tax so I can make an estimate payment -- thus the sale. A secondary reason is to understand if TurboxTax can handle this stock sale situation.