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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.
‎February 4, 2026
1:52 PM