RobertB4444
Expert Alumni

Get your taxes done using TurboTax

If your broker has already entered the date of death as the date of purchase and changed the purchase value to the fair market value on that date then, as @Pip_12_mn says above, you are all set.

 

The only other piece of information you should have is the date of sale.  If it is more than a year later then the tax on the profit is long term capital gains.  So if you sell any in 2024 after February 4th you will have a lower tax rate on the sale.

 

@shellbhawaii 

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