as to the NIIt tax
this is from the instructions for form 8960 where the NIIT tax is calculated.
Net gain attributable to NUA in employer securities held by a qualified plan. Any gain attributable to NUA (within the meaning of section 402(e)(4)) that you realize on a disposition of employer securities held by a qualified plan is a distribution within the meaning of section 1411(c)(5) and isn’t included in net investment income. However, any gain realized on a disposition of employer securities attributable to appreciation in
the value of your employer securities after the distribution from a qualified plan isn’t a distribution within the meaning of section 1411(c)(5) and is included in net investment income.
if its excludable the adjustment goes on line 5b of the 8960
Net Gain or Loss From Disposition of Property That Isn’t Subject to Net Investment Income Tax
Gain attributable to net unrealized appreciation (NUA) in employer securities held by a qualified plan.
Warming I could not see where the app ever asks about this type of adjustment to NIIT. however. I use a desktop version which has forms mode so i could go into the 8960 wks to enter the NUA adjustment.
online versions do not have forms mode.
