Skip to main content
April 10, 2025
Question

Are stock shares awarded by past employer as RSUs, now vested, then sold after retirement considered "personally purchased"?

  • April 10, 2025
  • 1 reply
  • 0 views
No text available

    1 reply

    April 10, 2025

    Yes.  For tax purposes they are treated as if you purchased them, as opposed to inherited or gifted.  

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"