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Retirement tax questions
You have not explained your situation with enough clarity for us to help you.
It appears from the article that you purchased securities from Barclays that Barclays was not allowed to sell, so they bought them back. Is that what happened?
The most important question you have not answered is, were these securities held in a IRA or other "qualified retirement account" (like a 401k or 403b); or were the securities held in a personal investment account at a bank or broker.
We can't go further without knowing the answer to this question.
If you can't answer, you may want to take all your documents to a qualified tax professional for personalized help.
March 18, 2023
5:10 PM