About celenza

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Re: Treating ESOP NUA as long-term capital gain

Thank you - I will make sure to follow up with the brokerage if we don't get the 1099-B in the next few days.

celenza

Updated Feb 13, 2024
Re: Treating ESOP NUA as long-term capital gain

Thank you dmertz! I should have clarified that all of the shares were immediately bought back by the company and my wife received the distribution as a lump sum...

celenza

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Updated Feb 13, 2024

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Date Registered	‎April 5, 2021 8:21 PM
Date Last Visited	‎March 23, 2024 4:25 PM
Total Messages Posted	3

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