- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
@danielpelc wrote:
She died in 2008, stock was invested in 2015, sold in 2020. So it wasn't stock given by grandma but rather stock distributed in-kind. How does that affect it?
Then you would take the trust's basis in the stock (i.e., the price the trust paid for the stock).
March 9, 2021
6:47 PM