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Level 3
February 20, 2025

How would I report an note receivable income for the installment sale of stock back to a privately held business?

  • February 20, 2025
  • 1 reply
  • 6 views

Here are the facts:

Stock bonus plan payout to employee and employee turns around and immediately sells the stock back to the company in exchange for a note receivable.

How would the income from the note receivable be reported each year (e.g. ordinary income, return of basis, capital gain, etc.)?

    1 reply

    sjrcpa
    Level 15
    February 20, 2025