Model 401(k) w/NUA Rollover?

How-do-I Do a Particular Thing in PRC?

Last Post by Bob James 1 year ago

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Bob James

(@bo3b)

Trusted Member Customer

Joined: 2 years ago

Posts: 50

Topic starter November 28, 2022 9:51 am

With Tax-Deferred balances aggregated on the "Financial Assets -> Initial Balances" worksheet - How to best model an individual 401(k) rollover that includes a Roth portion as well as NUA for company stock?

Thought for NUA - Enter "Cost Basis" as taxable Income event posted within "Financial Assets -> Management; Scheduled Withdrawal" section against Spouse TD account for specific 1 year with "No Penalties" amount?

Remainder - Non-taxable direct rollover needs to be added to appropriate "Roth" and "Tax-Deferred" buckets PLUS NUA to Taxable brokerage account but shares held unsold with new basis...

Any ideas, other than creating separate workbooks?

Thanks,

Bob

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Rollover NUA