In the end, I just reported it as both a Long Term Gain and a Short Term Gain with the same dates and their respective gains. I had wanted to add a note but Tur...
1099-R is what I will receive for the taxable part of the NUA as regular income. This is pretty straight foreword.1099-B is what I should receive for what stock...
I have received the NUA distribution in stock -- it was not a rollover. I plan to sell some stock shortly.I do not have an issue with the 1099-R. That is pretty...
Say it's 100 shares sold at $110 and the NUA Distribution Basis is $50 with a NUA distribution day price of $100. That is a LT gain of $60 and a ST gain of $10 ...
