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Gift of SecuritiesInstructionsTransfer Authorization Form 1. Donor Information1. Complete this Gift of2. Contact Us your broker will advise us of the securities donation and well provide our brokers

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What is complete this gift of?

Complete this gift refers to the documentation required to report the transfer of gifts exceeding the annual exclusion amount to the IRS, ensuring compliance with tax laws.

Who is required to file complete this gift of?

Any individual who gifts an amount exceeding the annual exclusion limit, which is $16,000 per recipient for the 2022 tax year, must file Form 709.

How to fill out complete this gift of?

To fill out Form 709, provide information about the donor, recipients, the value of the gifts given, and any deductions for other gifts or prior taxable gifts.

What is the purpose of complete this gift of?

The purpose is to report and calculate any potential gift tax liability for the donor and to keep record of gifts provided during their lifetime.

What information must be reported on complete this gift of?

Report details such as the donor's name, the recipient's name, the date of the gift, a description of the gift, and its fair market value.

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