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Charitable Donation of
Securities in Kind
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Donor/Transferor Information
Primary Account Holder Last Name *
First Name *Telephone(Joint Account Holder Last Name *First Name *)Telephone(Street
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What is gifts of publicly traded?
Gifts of publicly traded securities refer to the transfer of stocks or bonds that are traded on a public exchange as a gift from one individual or entity to another.
Who is required to file gifts of publicly traded?
Individuals who make gifts of publicly traded securities exceeding the annual exclusion limit, or who need to report gifts for any other reason, are required to file.
How to fill out gifts of publicly traded?
To fill out gifts of publicly traded securities, you typically use IRS Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return, providing details about the donor, recipient, gift valuation, and any other pertinent information.
What is the purpose of gifts of publicly traded?
The purpose of gifts of publicly traded securities is to transfer ownership, often for estate planning, tax benefits, or personal reasons while complying with tax laws.
What information must be reported on gifts of publicly traded?
Information that must be reported includes the donor's and recipient's details, description of the securities, date of the gift, fair market value at the time of the gift, and any prior gifts made to the same recipient.
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