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Employee
April 11, 2018
Question

Had ESOP, employment was terminated, transferred stock from ESOP direct to brokerage? Do you report?

  • April 11, 2018
  • 1 reply
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1 reply

Critter
Employee
June 11, 2019
Yes if a 1099-R was issued it must be reported ... ask to see if one has been or will be issued.