Investment Account Tracking

Jan 04, 2008 · As with the mutual fund, you must enter the cost basis information for the stock gifts to have accurate reports. Your basis will be the donor’s basis in the stocks. Let’s say grandmother paid $35 per share July 1, 2001 for the Merck stock and $45 per share on May 1, 2003 for the Wal Mart stock. Select the Merck row. ................
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