Net Unrealized Appreciation (NUA) Calculation Software?

  • Creator
    Topic
  • March 1, 2017 at 4:32 pm #1501893
    GeauxAwayCPA
    Participant

    Is anyone familiar with what software CPAs/CPA firms use to complete the Net Unrealized Appreciation (NUA) calculations?

    I am also looking for something that might help me with determining eligible compensation for 401k contributions for self-employed individuals.

    I have been searching and searching and can’t find anything. Anyone have any insight?

    Thank you!

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