Guest jason Posted December 1, 1999 Share Posted December 1, 1999 1. Can the beneficiary (the spouse) do NUA on employer stock that her deceased husband held in his 401k? The stock is still held in the 401k and the wife is now going to take the money out of the plan. 2. Does privately held stock qualify for NUA? Thanks for any input. Link to comment Share on other sites More sharing options...
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