Taxstra • Planning worksheet • 2026-09-05

Net Unrealized Appreciation: Comparing Employer Stock Distribution Paths

Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.

Work through your records

Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.

Input	Record	Your records / questions
Employer stock cost	Plan's basis records
Current value	Dated account statement
Other plan assets	Full account inventory
Distribution eligibility	Plan and triggering-event facts
Household projection	Current tax, future sale and cash needs

Resolve the decision

What decision or discrepancy does your completed schedule reveal?Which assumptions need professional review, and what documents support them?Who will take the next action, and by what date?

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Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.