I am retired and sold some stock in 2023 that I received from my company back in 2006. The Transaction Type is titled SHAREVALUE TRUST DISTRIBUTION on my original acquisition of the stock. I am having trouble with TurboTax question for Form 1099-B: Do these sales include any employee stock?This includes ESPP, RSU, RS, NQSO, and ISO.
I think the answer is NO but I didn't purchase the stock either. So it is considered gifted I guess, but that doesn't seem to apply as the stock was given as a result of my working at the company the prior year. I didn't actually purchase it but does 'my work' count as purchasing it. I chose Stock(non-employee) as the type of investment that I sold and selected I received it as a gift. The cost basis is $0 and the Gain/Loss is $0.
I would like to understand a little more about this type of sale of my stock as I will be selling more of it in the future. Are my selections accurate?
