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I transferred employee stock from a 401k to brokerage to take advantage of NUA in 2023. One month later I sold a portion of the stock. I understand I need to report a long term gain based on the withdrawal/transfer date and basis and a short term gain for the price change from distribution date to sale date. My brokerage 1099B shows only a long term gain based on stock sale date with no basis reported.
Dmetz in a related post (https://ttlc.intuit.com/community/taxes/discussion/re-reporting-a-stock-sale-with-st-lt-gains/01/172...) described the general process but I don't understand how to do this in turbotax. If I enter the 1099B in the interview screen the sales amount will be wrong since it isn't based on the NUA withdrawal date and if I enter a corrected value it won't agree with what is reported to the IRS by the broker.
For the short term gain, I don't know where to enter this since I have no 1099B for short term gain. Do I use the 1099B entry screen and one of the codes or do I make some sort of manual entry to the 8949? And then how would I explain all of this to the IRS without mailing a hard copy return?
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