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Guest DAFoster
Posted

What are the tax consequences of gifting Sec 1042 replacement stock to charity? Does the donor get the full deduction for the current FMV? Any requirement to pick up income?

Posted

A charitable contribution of Sec. 1042 "qualified replacement property" ("QRP") is treated the same as a contribution of any other stock. Subject to the limits on charitable deductions under IRC Sec. 170, the fair market value of the QRP will be deductible and there is no recognition of gain on disposition of the QRP.

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