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Regular mail:Imp ax Funds P.O. Box 534463 Pittsburgh, PA 152534463Overnight mail:Imp ax Funds Attention: 534463 500 Ross Street, 1540520 Pittsburgh, PA 15262 Telephone: 1 (800) 372 7827Gift of Shares

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What is gift of shares formdonor?

The gift of shares form is a legal document that allows a donor to transfer ownership of shares from their portfolio to a recipient as a gift.

Who is required to file gift of shares formdonor?

The donor is required to file the gift of shares form if they are transferring ownership of shares and the value of the gift exceeds the annual exclusion limit set by the IRS.

How to fill out gift of shares formdonor?

To fill out the gift of shares form, the donor must provide their personal information, details about the recipient, the number of shares being gifted, the date of the gift, and the fair market value of the shares at the time of the gift.

What is the purpose of gift of shares formdonor?

The purpose of the gift of shares form is to document the transfer of shares for tax purposes and to ensure compliance with gift tax regulations.

What information must be reported on gift of shares formdonor?

The form must report the names and addresses of both the donor and recipient, the number of shares and their value, the date of the gift, and any other relevant information required by the tax authorities.

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