1099-R is what I will receive for the taxable part of the NUA as regular income. This is pretty straight foreword.
1099-B is what I should receive for what stock I sell after the distribution. Again, if you read my example, a stock sale (assuming the stock price raises from the distribution day price) would have a LT cap gains based on my NUA basis and a ST gain on the delta of the sale price - distribution day price.)
How do I handle a stock sale with both LT and ST amounts (and different basis) in TurboTax?
