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Retirement tax questions
Yes, you do. Even though you might not have sold shares, the trust sold the underlying asset.
It is up to you whether you want to calculate the cost basis as not, there are links in the discussion if you wish to do so. Otherwise, you can use a basis of 0 and pay the short term taxes on it. Either way, it definitely needs to be included
‎February 28, 2022
12:13 PM