I left a job and had earned stocks. i wanted to sell stocks and was only allowed to sell 25% a year till stock is used up.

which should i check qualified retirement plan, nonqualified annuity or modified endowment?

posted

Since you are receiving the income over four years, you can choose 'Nonqualified Annuity'.

To report an Employee Stock Sale in TurboTax, you may have also received a Form 1099-B from the broker.

If you received both forms, click this link for more info on 1099-R and 1099-B for Employee Stock Sale.

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Do you have an Intuit account?