Help - Search - Members - Calendar
Full Version: NQ ESPP distributions
BenefitsLink Message Boards > Retirement Plans > Nonqualified Deferred Compensation
Spencer
How are the taxable amounts on distributions from a non-qualified stock purchase plan reported? The stock was purchased with employee after-tax contributions. Do I report the distribution on 1099R and just show the taxable and non-taxable amounts? Or is another form used since it's a non-qualified plan?

Thanks.
TCWalker
So you're not left hanging, I believe the transaction is reported on Form 1099-B, not 1099-R.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.