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New Member
posted Apr 10, 2018 5:47:43 PM

Had ESOP, employment was terminated, transferred stock from ESOP direct to brokerage? Do you report?

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1 Replies
Level 15
Jun 11, 2019 9:19:37 AM

Yes if a 1099-R was issued it must be reported ... ask to see if one has been or will be issued.