jeffmcpa2010
Level 11
04-05-2021
02:54 PM
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His Broker should be able to handle it. Basis doesn't really come in to play as "Most" times he is entitled to a deduction for the "Fair Market Value" as of the date of the transfer.
Here is an article I found with a simple google search.
https://www.schwabcharitable.org/non-cash-assets/public-traded-securities