dmertz
Level 15

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.