dmertz
Level 15

Retirement tax questions

You should probably check out this thread.

 

https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/nua-stock-sale-and-3-...

 

Something that I hadn't considered is that the NUA should be exempt from NIIT.

 

It looks to me that you might have to use forms mode of a desktop version of TurboTax to make an entry of $12,200 on the Form 8960 Worksheet line 5b Adjustment for gain or loss on dispositions.  This will put -$12,200 on line 5b of Form 8960.  (If your income is not high enough to subject you to NIIT such that your tax return does not include Form 8960, you don't need to do this.)