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GIFT OF STOCK/ MUTUAL FUNDS FORM Thank you for transforming the lives of families raising children with intellectual disabilities! To give a gift of stock, please fill out this form and email/scan
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How to fill out gift of stock mutual
How to fill out gift of stock mutual
01
To fill out a gift of stock mutual, you need to follow these steps:
02
Obtain the necessary forms from the mutual fund company or brokerage firm.
03
Fill in your personal information, including your name, address, and contact details.
04
Specify the mutual fund and the number of shares you intend to gift.
05
Provide the date of the gift and the fair market value of the stock shares on that date.
06
Sign and date the form.
07
Send the completed form to the mutual fund company or brokerage firm, either electronically or by mail.
Who needs gift of stock mutual?
01
Gift of stock mutual may be suitable for individuals or organizations who:
02
- Wish to donate their shares of a mutual fund to a charity or non-profit organization.
03
- Want to give the gift of investment to a family member or friend.
04
- Are looking for a tax-efficient way to make a charitable contribution.
05
- Seek to reduce their taxable income through charitable giving.
06
- Have accumulated shares of a mutual fund and want to divest a portion of their holdings.
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What is gift of stock mutual?
A gift of stock mutual refers to a donation of shares in a mutual fund to another individual or entity, often for personal, charitable, or estate planning purposes.
Who is required to file gift of stock mutual?
The donor, or the person giving the gift of stock mutual, is required to file a gift tax return if the value of the gift exceeds the annual exclusion limit set by the IRS.
How to fill out gift of stock mutual?
To fill out a gift of stock mutual, the donor must complete IRS Form 709, providing details about the gift, such as the type of stock, the amount, and the recipient's information.
What is the purpose of gift of stock mutual?
The purpose of a gift of stock mutual is to transfer ownership of shares, often to reduce the donor's taxable estate, provide for family members, or support charitable organizations.
What information must be reported on gift of stock mutual?
The information that must be reported includes the donor's name and address, the recipient's name and address, a description of the mutual fund, the date of the gift, and its fair market value.
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