NUA question
Customer has a 401K at Fidelity, has company stock that we want to convert into a brokerage via NUA. I know the rules say the entire 401K has to be moved including the non stock portion, which would go to an IRA. Customer did a distribution from the 401k in 2015. Fidelity it now saying the NUA option is not available because of the previous distribution. Is this correct under IRS rules?
Permalink Submitted by Alan - IRA critic on Thu, 2025-02-06 23:11
Duplicate post.