jim1mack
New Member

I want to know if turbotax handles NUA stock sold. Company stock from pretax dollars that I used NUA strategy on retirement. I have the cost basis at that time.

They were in a TDAmeritrade acct.  I sold some last year but TDA doeasnt know the cost basis and not sure they would know it was NUA stock.  Should I expect a 1099R?  What tax form would used to file to get correct tax?