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I rolled my company stock options into a 401k plan and I was wondering if I am liable for taxes on the transaction?


Expert Mark Anderson's Answer:

A rollover is nontaxable. There are other issues in rolling over company stock. If you left it in the plan you may have received capital gains treatment when it was with withdrawn. However since it was rolled over, it will be taxed as ordinary income. I would speak with a financial advisor online about the issue.

Mark Anderson, JD


21 yrs experience

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