David, Am I correct in my understanding that you sold your employer's stock while it was in the plan and NOT by removing it from the plan under the NUA-related tax codes? If that's the case, you are most likely out of luck…
Hi David, I have very extensive background in NUA, and that is correct. NUA make sense when you have low cost basis on your stock that has highly appreciated. When you sell the stock you loose your old basis. Who ever your
Jennifer, John’s answer explained the rules. Rich’s answer explained there are other options, and and Courtenay’s answer correctly explained what your company can do to make the plan better, specifically adopt a ‘safe harbor’
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