No. of Recommendations: 0
You have just hit one of the three big controversies regarding the proper treatment of NUA stock:

1. Does the NUA stock get a step up in basis at death? Does the answer change on the relationship of the recepient?

2. What is the holding period after receipt of the NUA stock before you can sell it for a long term capital gain vs. a short term capital gain? 0 days, 183 days, 365 days?

3. When taking the NUA stock; one must distribute the entire account(s) in a "QLSD fashion": just the account(s) in which the NUA stock resides; or all accounts & plans the employee has with the employer?


There are conflicting authorities on all of these issues & as a result I think I know the answer & then something pops up to make me change my mind. I will be going on a research mission in late April & these issues are on my list (but not the very top of my list) so I can not guarantee I will get to them.

TheBadger
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