Spencer Posted October 23, 2003 Posted October 23, 2003 How are the taxable amounts on distributions from a non-qualified stock purchase plan reported? The stock was purchased with employee after-tax contributions. Do I report the distribution on 1099R and just show the taxable and non-taxable amounts? Or is another form used since it's a non-qualified plan? Thanks.
TCWalker Posted October 27, 2003 Posted October 27, 2003 So you're not left hanging, I believe the transaction is reported on Form 1099-B, not 1099-R.
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