Get the free GIFTS OF PUBLICLY TRADED SECURITIES - Transfer Intent Form
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GIFTS OF PUBLICLY TRADED SECURITIES Transfer Intent Form Step 1: Prior to transferring securities to us, please email this form to: Carrie Mahuran, Resource Development Officer, Crossroads International
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How to fill out gifts of publicly traded
How to fill out gifts of publicly traded
01
Obtain the necessary forms from the company or the brokerage firm where the stocks are held.
02
Provide your personal information such as name, address, and social security number.
03
Specify the number of shares you wish to gift and the recipient's information.
04
Sign and submit the forms to the appropriate party for processing.
Who needs gifts of publicly traded?
01
Individuals who wish to make a charitable donation using publicly traded stocks.
02
Investors looking to reduce their tax liability by donating appreciated securities.
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What is gifts of publicly traded?
Gifts of publicly traded refer to the transfer of securities that are traded on stock exchanges, where the donor does not receive any payment in return.
Who is required to file gifts of publicly traded?
Any individual or entity that makes a gift of publicly traded securities that exceeds the annual exclusion limit must file a gift tax return (Form 709).
How to fill out gifts of publicly traded?
To fill out gifts of publicly traded, complete Form 709, report the fair market value of the gifted securities on the date of transfer, and indicate the recipient's details.
What is the purpose of gifts of publicly traded?
The purpose of gifting publicly traded securities is to transfer wealth without incurring immediate tax consequences and to potentially reduce the donor's taxable estate.
What information must be reported on gifts of publicly traded?
The information that must be reported includes the donor and recipient's details, description and fair market value of the securities at the time of the gift, and any prior gifts made to the same recipient.
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