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Financial Planning / Tax Strategies


Subject:  donating stock Date:  4/8/2002  12:12 AM
Author:  FoolStreet Number:  60080 of 130192

Hi -

If I donated appreciated stock to charity which I accumulated via an ESPP (or Drip) over many purchases, but donated all at once, how should I enter that in my taxes?

All as one transaction? Or note each lot? If the prior, I have no problem determining basis, etc., but what date do i enter on the transfer form for purchase date, since it was bought at many times, all greater than 1 year prior to the gift?

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