Cost Basis Update — Date of Death Step-Up - Fidelity …
The Alternate Valuation calculates the value of assets owned on date of death by using the date six months after death or the date of transfer, whichever comes first. Provide the decedent’s information. Name. 2. Valuation Method. Decedent’s Date of Death. Select the valuation method and provide the account number. Date of Death. ................
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