Reference no: EM13875888
Mary Smith is a participant in the Z Score Trucking Company's "Stock Bonus Plan". Last year she received a contribution of 1,000 shares of company stock valued at $25,000. At retirement, Mary received a full distribution (in kind) from the plan. The shares were valued at $100,000 on the distribution date. After retirement, Mary held the stock for 1 year and then sold all of her shares for $125,000. What is the amount, if any, of Mary's Net Unrealized Appreciation (NUA)?
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: Mary Smith is a participant in the Z Score Trucking Company's "Stock Bonus Plan". Last year she received a contribution of 1,000 shares of company stock valued at $25,000. At retirement, Mary received a full distribution (in kind) from the plan. What..
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