Get the free BPIE Gift of Appreciated Securities Form rev. 11.2021.docx

Gift of Appreciated Securities Form A great way to make a gift to Boston Partners in Education (Boston Partners) is through the transfer of appreciated publicly traded securities held for over one

How to fill out bpie gift of appreciated

How to fill out bpie gift of appreciated

1. To fill out the BPie Gift of Appreciated form, follow these steps:
2. Begin by entering your personal information, such as your full name, address, and contact details.
3. Specify the details of the appreciated asset or property being gifted, including its description, value, and any relevant identification numbers.
4. Indicate whether you have received any income, deductions, or credits related to the gifted asset in previous tax years.
5. Provide information about the organization or individual receiving the gift, including their name, address, and relationship to you.
6. Attach any supporting documentation, such as appraisals or valuations of the gifted asset.
7. Review the completed form for accuracy and completeness.
8. Sign and date the form, certifying the information provided is true and correct.
9. Submit the filled-out form to the appropriate tax authority or organization as instructed.

Who needs bpie gift of appreciated?

1. The BPie Gift of Appreciated is usually needed by individuals or organizations who wish to donate appreciated assets, such as stocks, real estate, or artwork, to a qualifying charitable or non-profit organization. This form helps to document the transfer of the assets and allows the donor to potentially receive tax benefits for their charitable contribution.

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What is bpie gift of appreciated?

BPIE gift of appreciated refers to reporting gifts of appreciated property on a federal gift tax return.

Who is required to file bpie gift of appreciated?

Individuals who have gifted appreciated property exceeding $15,000 in value to a single recipient in a calendar year are required to file a BPIE gift tax return.

How to fill out bpie gift of appreciated?

To fill out a BPIE gift tax return, individuals must provide details of the gifted appreciated property, its value, and other relevant information as required by the IRS.

What is the purpose of bpie gift of appreciated?

The purpose of BPIE gift of appreciated is to ensure that the fair market value of gifts of appreciated property is reported to the IRS for tax purposes.

What information must be reported on bpie gift of appreciated?

The information that must be reported on a BPIE gift of appreciated includes details of the gifted property, its fair market value, date of the gift, and relationship between the donor and recipient.