About ThomasMConnors

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Solved Re: Reporting a Stock Sale with ST & LT Gains

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...

ThomasMConnors

Updated Jan 15, 2026
Solved Re: Reporting a Stock Sale with ST & LT Gains

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...

ThomasMConnors

12

Updated Jan 15, 2026
Solved Re: Reporting a Stock Sale with ST & LT Gains

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...

ThomasMConnors

15

Updated Jan 15, 2026
Solved Re: Reporting a Stock Sale with ST & LT Gains

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 ...

ThomasMConnors

17

Updated Jan 15, 2026

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Date Registered	‎September 30, 2020 3:17 PM
Date Last Visited	‎March 15, 2024 1:36 PM
Total Messages Posted	5

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