Net Unrealized Appreciation (NUA) used in determing the cost basis of

[Guest Donald H. Miller]

does anyone have experience in a participant using the NUA when taking a distribution of company stock held inside a 401K

[Jon Chambers]

Yes. This is relatively common, and tracks logically through the 1099-R reporting. What's the question?

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Jon C. Chambers

Principal

Schultz Collins Lawson Chambers, Inc.

(415) 291-3004