dmertz
Level 15

Retirement tax questions

I think that that entry makes the most sense.  You could instead break it apart by shares, 172.706935 LTCG and 27.293065 STCG, both at $475/share with $28/share of cost basis, but I think that that is less clear and would be harder to justify.  I think that the original way more clearly breaks it apart into LTCG on the NUA portion and STCG on the non-NUA portion.