Excellent. Thank you! I do have a follow up question based on other discussions I read, where some recommend to “aggregate” but do not mentioned how that impact the Total gift disclosed.
Let's say I received 4 securities:
1/1/23 Apple Stock FMV $2k
2/2/23 AMEX Stock FMV $100k
6/6/23 Vanguard Mutual Fund VTSAX $10k
7/7/23 Fidelity Mutual Fund FXAIX $4k
Total Gift $116k
Question: Table in line 54 should be “Aggregate” or "Detail"?
Option "Aggregate":
Various Dates (a) / Stocks (b) / $102k (c)
Various Dates (a) / Mutual Funds (b) / $14k (c)
Total $116k
Option “Detail”:
2/2/23 AMEX Stock $100k
6/6/23 Vanguard Mutual Fund VTSAX $10k
Total $110k
The "aggregate" option Total would be $6k higher than "Detail"
