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Re: 2019 used NUA strategy to distribute 401(k) as "Lump Sum In-Kind Shares" into brokerage acct. 2020 sold a few shares; How is the cost basis calculated & the sale taxed?
cuongvly
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Investors & landlords
Fidelity re adjust basis cost as market price when NUA even , They just reported it.
March 3, 2024
8:03 PM
