ESOP - tax impact (employee) -NUA rule - Spidell

ESOP – tax impact (employee) -NUA rule

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Message Board ESOP – tax impact (employee) -NUA rule

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  • #175598

    ESOP – stock cost basis = $28,000
    ” market value = 33,000

    What will be the tax impact to the employee if he/she:

    (1) Sell the shares and rollover the proceeds to an IRA?
    (2) Directly rollover the ESOP shares to an IRA?
    (3) Transfer the ESOP shares to a brokerage regular investment account?