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Gift tax form 709
On schedule A, column d, I have donated stocks to a 501c3 using 3 different stocks. The column d is too small to enter the 5 different things they want-CUSPID, exchange, where incorporated, location, # shares. What is the solution to this?
also since I donated 3 different stocks, can I list as various securities or give each stock a separate line even though each line would be less than the exemption but as an aggregate, it is over the exemption?
‎February 4, 2025
11:30 AM