- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
After 12 years of trading and growth, is an inherited stock portfolio still considered an inheritance for the purpose of reporting stock sales gains?
I have not made any additional contributions, but the individual stocks have changed over the years. Is it all still considered inheritance, or is this determined by the accumulation date of each stock being before or after the inheritance date?
March 2, 2025
12:39 PM