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Retirement tax questions
I certainly hope that any of the TurboTax assistants would be capable of handling this. Since you plan on not selling any of the shares for at least a year, for 2024 it involves nothing more than the entry of the 2024 Form 1099-R that will be reporting the distribution from the 401(k).
I imagine that any assistance for 2025 would be independent of assistance for 2024. Just make sure that you keep a record of the cost basis of your NUA shares.
‎December 2, 2024
1:09 PM
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