I have similar questions. Last year I transferred over company stock into a Broker Account utilizing the NUA. This year I have had several transactions of selling stock, which are being placed on a 1099-B form within Turbo Tax. A few questions?
1. Box 1e Cost or Other Basis. Is this the cost of the stock after it was transfered over to the broker account last year OR the original Cost I used when it was purchased (many many years ago).
2. Since rolling it over to the Broker account, the price has increased which means since it has been less then 1 year I will owe long term Capital gains on the difference as well since rolling this over into the NUA. How do I capture that amount? Do I fill out another form to show those gains?
