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Re: Rootjim post# 4504

Sunday, 08/18/2019 6:41:32 PM

Sunday, August 18, 2019 6:41:32 PM

Post# of 6774


My first time having LTUs as well. I also have them split between 2 accounts, 40% in my ROTH and 60% in my regular brokerage account. The weird part is my ROTH account shows the individual tax lots for the shares, my brokerage account doesn't. You would think it would be the other way around.

But since disbursements would be for all shares at once and not based on sale of shares, I believe they would be considered income regardless. I don't see how capital gains could apply.

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