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| I haven't tried this yet but I was thinking about setting up an investment account for gifted shares. Then sell theshares from that account and use the cash transactions side of the account to record the gift to charity. I'll let you know if that works. I would have to set the account up as non-taxable, I think. If anyone has any thoughts on this let me know. Thanks, Paul "Paul Rekow" wrote: - quote - > How is the best way to handle donations of stock from the portfolio to > charities? It the past I have just used the remove shares option and then > manually entered the value in the tax area. Is there a better or easier way > to do this where it would be automatic. Thanks for any ideas. |
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| In microsoft.public.money, Paul Rekow wrote: - quote - > How is the best way to handle donations of stock from the portfolio to
I don't know a better way, but pay attention when you have Money> charities? It the past I have just used the remove shares option and then > manually entered the value in the tax area. Is there a better or easier way > to do this where it would be automatic. Thanks for any ideas. generate your schedule D info to make sure to remove any associated Sell entry Money might put there. |
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| How is the best way to handle donations of stock from the portfolio to charities? It the past I have just used the remove shares option and then manually entered the value in the tax area. Is there a better or easier way to do this where it would be automatic. Thanks for any ideas. |
| Tags |
| donating, portfolio, stock |
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