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stm62
Level 2
June 13, 2025
Question

alternate value

  • June 13, 2025
  • 1 reply
  • 3 views

How do I show following: on hand at date of death, 2,000 shares, sold 500 shares, on hand at alternate date 1,500

1 reply

PhoebeRoberts
PhoebeRobertsIntuit Community Champion
Intuit Community Champion
June 13, 2025

What you wrote seems like a pretty good explanation!

    S
    stm62Author
    Level 2
    June 13, 2025

    There is no room for 2 entries, the sale and the alternate date for the balance.  Do I have to make two initial entries on Schedule B, one for the shares sold and one for the balance on hand at the alt date.thanks. 

    PhoebeRoberts
    PhoebeRobertsIntuit Community Champion
    Intuit Community Champion
    June 13, 2025

    Ah, now I understand what you're trying to do. Yes, two initial entries, one for the shares sold prior to AVD and one for the shares held on AVD. 

    I assume you've already determined that the estate is eligible to elect the AVD.

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