vtee
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My question was about Roth conversion of stocks not about donated stocks, could you shed light on how the two are related?
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I think the FMV applies to mutual funds not stocks. It makes sense for mutual funds but not stocks.
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@LeonardS, Thanks but I don't think you completely read my question to actually understand the issue. Your response basically said just use the info on the 1099...
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@dmertz,Thanks for taking time to answer my question. Aside from me relying on your tax expertise on this particular case, could you you just provide me the ref...
Activity Feed for vtee
- Posted Re: Cost basis of stocks transferred (converted) from traditional IRA to ROTH IRA on Retirement tax questions. March 30, 2022 2:45 PM
- Posted Re: Cost basis of stocks transferred (converted) from traditional IRA to ROTH IRA on Retirement tax questions. March 29, 2022 3:19 PM
- Posted Re: Cost basis of stocks transferred (converted) from traditional IRA to ROTH IRA on Retirement tax questions. March 28, 2022 8:07 PM
- Posted Re: Cost basis of stocks transferred (converted) from traditional IRA to ROTH IRA on Retirement tax questions. March 28, 2022 8:02 PM
- Posted Cost basis of stocks transferred (converted) from traditional IRA to ROTH IRA on Retirement tax questions. March 27, 2022 8:31 AM