NUA and CRDs
Can you avoid the 10% penalty and spread the taxes over three years on the basis of an in kind distribution of employer stock if you qualify for a CRD?
Can you avoid the 10% penalty and spread the taxes over three years on the basis of an in kind distribution of employer stock if you qualify for a CRD?
Permalink Submitted by Alan - IRA critic on Mon, 2020-11-09 18:25
Yes, as long as the participant qualifies for a CRD (limit 100k), any portion of the distribution including the cost basis of employer shares will not be subject to the penalty.