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| William Brenner wrote: - quote - > Will transferring stock shares registration out of
If the shares are owned by people who are already married,> individual revocable trusts to JTROS begin a new IRS holding > period regarding qualified dividends? it should not begin a new holding period. In fact it should probably have no legal effect (other than how title is held) at all at that time. Stu << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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| Will transferring stock shares registration out of individual revocable trusts to JTROS begin a new IRS holding period regarding qualified dividends? If it matters, we would retain the same his/her SS number for each security as is now used in each trust. << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
| Tags |
| stocks, transferring, trusts |
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