The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies

URL:  https://boards.fool.com/donating-stock-17024163.aspx

Subject:  donating stock Date:  4/8/2002  12:12 AM
Author:  FoolStreet Number:  60080 of 129396

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?

thanks
Copyright 1996-2019 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us