How do I enter a forfeiture of stock in a 401(k)?

markandclare's Avatar


13 Jan, 2019 09:46 PM

My husband left his job and wasn't fully vested in the employer contributions. When we moved it to our IRA accounts the amounts he contributed were listed as a sale as were the amounts of the employer contributions that he was vested in. The remaining employer contributions were sold and listed as "forfeiture". How do I record this? There isn't a "Shares Removed" option. Listing it as a sale makes it look like there's still cash in the account.

  1. 1 Posted by dwg on 13 Jan, 2019 09:54 PM

    dwg's Avatar

    I'm a fellow user.

    I suspect a sale at a 0 cost might be currently the only way to record this.

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